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11-50 employees
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Investment Management
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Suite 301,Memphis,TN,US
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Legacy Wealth Management, Inc. (Memphis, TN) | 184 followers on LinkedIn. Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.
We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen”
Firm Overview
Independent, fee-only Financial Planning and Portfolio Management since 1982
Employee-owned firm compensated solely by client fees, not by commissions
700+ clients nationwide (across 34 states)
$1 + billion under management
98% client retention ratio (past 5 years for clients over our minimum)
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Legacy Wealth Management, Inc. (Memphis, TN) Email Formats | Example Email Formats | Percentage |
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{first}{l} | [email protected] |
50%
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The widely used Legacy Wealth Management, Inc. (Memphis, TN) email format is {first}{l} (e.g. [email protected]) with 50% adoption across the company.
To contact Legacy Wealth Management, Inc. (Memphis, TN) customer service number in your country click here to find.
Jim Isaacs is the CEO of Legacy Wealth Management, Inc. (Memphis, TN).
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