Advice legally bound to put your interests first — plus trust administration, estate settlement, and comprehensive fiduciary services through our trusted institutional partnerships.
A fiduciary is a financial advisor who is legally and ethically obligated to act in your best interest — often described as the highest standard of care in financial advice. As fiduciary, fee-only advisors, our compensation comes from our clients rather than from product commissions, which keeps our guidance aligned with your goals.
What that means for you:
We sought an independent custodian that allowed us to maintain the control of the core components of portfolio construction and client connectivity, while affording us the opportunity to connect with a partner that could serve in a fiduciary capacity for clients in their estate planning documents — providing estate settlement services, trust bill services, and other fiduciary roles.
A fiduciary financial advisor is legally and ethically required to act in your best interest at all times. That means recommendations must be based on what is right for you — not on what generates the most compensation for the advisor.
A fee-only advisor is compensated solely by client fees and does not earn commissions on the sale of financial products, which reduces conflicts of interest. A fee-based advisor may earn both fees and commissions. Legacy Wealth Partners operates as a fiduciary, fee-only firm.
Yes. We serve our clients as fiduciary, fee-only advisors, and we work through an independent custodian so our advice is built around your goals rather than proprietary products.
Through our institutional partnerships, we can connect clients with a partner able to serve in a fiduciary capacity within their estate planning documents — including estate settlement services, trust administration, and other fiduciary roles.