Overview
Assets Under Management: $112 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 24
Average Client Assets: $2.8 million
Frequently Asked Questions
LEGACY PLANNING & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156537), LEGACY PLANNING & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
LEGACY PLANNING & ASSOCIATES, INC. is headquartered in GRAND RAPIDS, MI.
LEGACY PLANNING & ASSOCIATES, INC. serves 24 high-net-worth clients according to their SEC filing dated October 30, 2023. View client details ↓
According to their SEC Form ADV, LEGACY PLANNING & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LEGACY PLANNING & ASSOCIATES, INC. manages $112 million in client assets according to their SEC filing dated October 30, 2023.
According to their SEC Form ADV, LEGACY PLANNING & ASSOCIATES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.25%
Average Client Assets: $2.8 million
Total Client Accounts: 132
Discretionary Accounts: 130
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 156537
Filing ID: 1783159
Last Filing Date: 2023-10-30 14:26:00