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MASTERS LEGACY PLANNING
Tel: 609-601-0800
650 New Road Suite B
Linwood, New Jersey 08221
MASTERS LEGACY PLANNING
MASTERS LEGACY PLANNING is a Linwood, New Jersey based financial advisory firm with nearly $242,145,863 in assets under management and provides investment advisory services for 313 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Other (BILL PAYMENT SERVICES AND TAX SERVICE COORDINATION)
Fee Structure:
A percentage of AUM, Fixed fees, Other (BILL PAYMENT SERVICE AND TAX SERVICE COORDINATIO
Firm CRD#:
296314
SEC#:
801-113681
No. of Clients:
313
Assets under Management
$242,145,863
No. of Advisors:
5
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