WHAT DISTINGUISHES US FROM OTHER “INVESTMENT ADVISORS”?

Legacy Wealth Partners is an independent, privately owned, fee-only Registered Investment Advisory (RIA) firm. We provide comprehensive financial planning and investment management services to individuals, small business owners, and foundations/endowments.

We are different from “financial advisors” operating in today’s environment. Some of the major differences are:

Our Practice is “Fee-Only”

Some “financial advisors” may be completely compensated by commissions from products or services they recommend and sell. We are not product peddlers. Other advisors, referred to as “Fee-Based” or “Fee-Offset” advisors, may charge both a fee and receive commissions from selling products.

We use neither method. We are compensated entirely by fees paid by clients and do not accept commissions or any other direct or indirect compensation from any outside party. Our fees are completely disclosed to clients, and not hidden among other fees or expenses from investments sold.

We Are Fiduciaries

As a registered investment advisor, we maintain a fiduciary duty to our clients, with the clients’ best interests being placed above ours. Others may have a duty to select “suitable” products for clients, but will not commit themselves to a role with fiduciary responsibilities.

Our Asset Allocation Process is Unique

We use validated, academically sound methods to construct investment portfolios for our clients. When possible, we broaden the diversification of portfolios by adding alternative asset classes found in top institutional portfolios such as the highly successful endowment fund of Yale University. This approach helps us design portfolios to meet individualized client goals without taking unnecessary risks.

LWP is a Shareholder Firm of National Advisors Trust Company

We are one of approximately 110 of the top advisory firms around the country, and the only in Kansas, who are shareholders of National Advisors Trust Company*. National Advisors Trust is a federally chartered trust company, created exclusively for the benefit of its shareholder firms’ clients. It is a flexible, cost effective means for us to integrate a variety of investment, custodial, and trust services tailored to the needs of our individual clients.

*National Advisors Trust Company, FSB (“National Advisors Trust”) is a wholly owned subsidiary of National Advisor Holdings, Inc., a Delaware Corporation. The shareholder advisor firms of National Advisors Holdings, Inc. each hold less than a 10% ownership interest in the company.