Legacy Wealth Partners is a fee-based Registered Investment Advisor*. We serve as fiduciaries to our clients, meaning that we put our client’s interests first, ahead of ours, at all times. We have no allegiances with financial institutions or investment companies. As independent advisors, our only loyalty is to our clients. Our compensation is primarily related to the oversight and management of our clients’ assets, for an annual fee as well as consulting fees for financial planning engagements. In some cases, we may receive commissions, such as related to handling the insurance needs of our clients. However, these revenue sources are minimal in comparison to our core business.
We are committed to serve our clients with high ethical and moral standards, transparency, and integrity.
* Registration as an investment advisor does not imply a certain level of skill or training.