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.
Our trusted financial advisors offer comprehensive financial planning services for retirees and pre-retirees. Our comprehensive suite of financial planning services saves our clients time and creates efficiency. We are your full-service financial planning firm in Macomb County, Michigan.
By leveraging a disciplined investment process, we’re able to design a portfolio for you that is appropriate for your risk tolerance while simultaneously helping you work towards your financial goals.
Retirement is a goal we all share. We can help you design a plan for the retirement of your dreams.
Taxes impact every aspect of your financial life. Our team of professionals can work directly with you to identify potential savings or restructuring opportunities.
A proper estate plan should honor your intent, maximize efficiency, and minimize costs and taxes. Through our partnership with the law firm of Stewart and Bruss, PC, we’re able to serve as strategic partners for the collaboration of your financial plan and estate plan.
We take a comprehensive approach to retirement planning, so you receive transparent, seamless, and proactive service. This means that you no longer have to be the intermediary between your various financial professionals.
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