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Legacy Wealth Management, Inc. (Memphis, TN)
Investment management
Founded in 1982
Memphis, TennesseeLegacy Wealth Management, Inc. (Memphis, TN)
Investment managementFounded in 1982Memphis, Tennessee
EmployeesLegacy Wealth Management, Inc. (Memphis, TN)'s financial review
Legacy Wealth Management, Inc. (Memphis, TN)'s Revenue (Yearly)
7M
Employees
20
Legacy Wealth Management, Inc. (Memphis, TN) information
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 OverviewIndependent, fee-only F...
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 OverviewIndependent, fee-only Financial Planning and Portfolio Management since 1982Employee-owned firm compensated solely by client fees, not by commissions700+ clients nationwide (across 34 states)$1 + billion under management98% client retention ratio (past 5 years for clients over our minimum)
Legacy Wealth Management, Inc. (Memphis, TN) industries
Wealth management
Comprehensive financial planning
Portfolio management
Investment management
Legacy Wealth Management, Inc. (Memphis, TN)'s financial review
Legacy Wealth Management, Inc. (Memphis, TN)'s Revenue (Yearly)
7M
Employees
20
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Director of Financial Planning
Sr. Financial Planner
Controller
Portfolio Accountant
CERTIFIED FINANCIAL PLANNER™/Director of Financial Planning
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