Legacy Wealth Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$251,046,073
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
665
8% high-net worth
Total advisors
4
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
166
Average account size
$377,513
About
Legacy Wealth Management Inc. provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, and businesses, overseeing roughly $251 million in client assets across several hundred accounts. The firm also hosts periodic, no‑fee educational seminars that are described in its brochure as general investment education rather than individualized advice.
The firm builds portfolios around documented client objectives and risk tolerances, using fundamental, technical, and cyclical analysis and conducting quarterly account reviews to monitor allocation and performance. It may implement strategies directly or through third‑party programs, including a unified managed account (UMA) overlay program and SEI‑sponsored programs for eligible clients, and generally acts with discretionary authority when authorized.
Noteworthy aspects include the regular public seminars (an uncommon service among similar team firms) and an affiliated insurance practice run by the firm’s principal, which the brochure discloses consumes about 25% of his time and may lead to recommendations for insurance products but is presented as optional for clients. The brochure also highlights operational choices that differ from some peers: the firm does not permit directed brokerage and does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Income planning
Retirement income strategy
General tax planning
Options & derivatives strategies
Fee options
Financial planning fees charged as flat fees from $2,500 to $7,500 per engagement for clients with assets managed by the firm.
$0 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.90% annually $3,000,000 - $4,999,999: 0.80% annually $5,000,000 - $9,999,999: 0.70% annually $10,000,000+: 0.60% annually
Principal receives commissions as an insurance agent; approximately 25% of his time is spent in this activity.
Minimum fee: Financial planning fees range from $2,500 to $7,500 per engagement for clients whose assets are managed by the firm, or based on 0.5% of the client’s liquid net worth if the firm does not manage their assets. Fee-only: The firm is fee-only with no commissions for advisory services; however, the principal has an affiliated insurance business that earns commissions.
Main office location
Legacy Wealth Management Inc.
10432 Balls Ford Road #120
Manassas VA 20109, United States
Number of offices
1
Most active in
Legacy Wealth Management Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida · Louisiana · Maryland · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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