We charge a flat fee of 1% for our investment management clients, which we feel is less than other advisors that charge commissions or a percentage of assets under management. We are fiduciaries who always put our clients first, which means we don’t take any commissions or kickbacks from third parties to promote their products.
At our firm, we believe in transparency, which is why we are happy to share our fees with our prospects.
The Introduction Meeting
In this complimentary meeting, we will show you what it means to be part of the Legacy family. Every client journey starts off with a low-pressure introduction meeting. The goal of this meeting is to help you get a clear picture of what it’s like to become a Legacy Wealth Advisors client. We discuss our three core principles: comprehensive service, efficient investing, and transparency of fees.
The “Get Organized” Meeting
After our intro meeting, we have a meeting to organize necessary paperwork. During this meeting, we discuss your risk tolerance and make sure that as we build your portfolio, it is aligned with the level of risk you’re comfortable taking.
Creating Your Financial Plan
Lastly, we create your financial and wealth management plan based on your goals and needs and go through it with you. We talk about what your retirement is going to look like, how much you can afford to spend, when you can retire, and answer any of your other retirement planning questions.
Moving forward we will meet with you at least annually to conduct a review of your financial plan and make adjustments as needed. Beyond annual meetings, we customize your regular reviews to meet as often as you prefer.
Whether you’re hiring a financial advisor for the first time, or are thinking of making a change, we highly recommend coming in for an introductory meeting. Regardless of whether you choose to move forward with us, you will always leave with a better understanding of what a financial advisor does and how a tailored financial plan can address your retirement goals and tax concerns.
If you’re ready to meet, call our office to schedule your first introductory meeting today.
If you have questions about retirement planning and want to work with a financial advisor that cares about you and your goals, let’s talk.
Legacy Wealth Advisors | 41700 Hayes Rd., Ste. A Clinton Twp., MI 48038
Phone: 586.273.0072 | Fax: 888.501.2361 | Email: info@legacy-wealth.com