Legacy Wealth Management, Inc. (Memphis, Tn)

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Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm. We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen” Firm Overview Independent, fee-only Financial Planning and Portfolio Management since 1982 Employee-owned firm compensated solely by client fees, not by commissions 700+ clients nationwide (across 34 states) $1 + billion under management 98% client retention ratio (past 5 years for clients over our minimum)

Company Details

Employees
18
Founded
-
Address
1715 Aaron Brenner Dr.,
Phone
(901) 758-9006
Email
le****@****lth.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Website
legacywealth.com
Keywords
Wealth Management, Comprehensive Financial Planning, Portfolio Management.
HQ
Memphis, TN
Competitors
Inventory Locator Service,® LLC, Legacy Wealth Management, Watkins Uiberall, PLLC, Mercer Advisors, Kimery Wealth Management, Waddell & Associates, Executive Scouting, International Paper, The Backyard, St Joseph Partners.
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