Updated November 20, 2023
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Legacy Wealth Management, Inc.

Investment Advisor Firm
Total assets under management$1.8B
Years in business42+

About Legacy Wealth Management, Inc.

Legacy Wealth Management Inc. is an independent registered investment advisor (RIA) firm that has been providing financial planning and portfolio management services since 1982. As an employee-owned company, Legacy is compensated solely by client fees, not commissions, ensuring an unbiased approach to financial planning.

With over 700 clients across 34 states, Legacy manages over $1 billion in assets under management. The firm prides itself on its high client retention ratio of 98% for clients who meet their minimum requirements over the past five years.

Legacy's main focus is on customizing financial planning and portfolio management to help clients achieve their specific financial and life goals. Whether it's preparing for retirement or funding a grandchild's education, Legacy aims to build and protect wealth based on individual needs.

One of the key advantages of working with Legacy is their fiduciary fee-only model. This means that their financial plans are not influenced by commissions but are solely driven by client goals. This commitment to unbiased advice has contributed to their impressive client retention rate.

Founded by John Ueleke, the firm was established with a vision to provide objective, fee-only financial advice without selling products. Legacy continues this tradition today, offering a true partnership with clients based on their best interests.

Legacy's approach to portfolio management focuses on maintaining balance with clients' financial plans and adjusting asset allocation as needed. Additionally, they prioritize downside risk management alongside returns, distinguishing themselves from other investment firms that primarily emphasize returns. With such a high client retention rate and a long history, Legacy Wealth Management Inc. has proven to be a reliable and trustworthy partner in helping clients achieve their financial goals.

Pricing options

Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Portfolio Management
  3. Retirement Planning
  4. Wealth Building
  5. Education Funding

More about Legacy Wealth Management, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10861917

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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