We offer multiple ways to engage our services.
- Hourly consultation
- Flat fee
- Fee based investment management
Success is evaluated in multiple ways. We look at growth and income as compared to benchmarks as well as risk-adjusted returns when success relates to performance. We also focus on determining the probability of success, which addresses appropriate amounts of risk needed to meet your goals.
Legacy Wealth Partners offers Advisory Services through Aveo Capital Partners, LLC. Securities offered through Stephen A. Kohn & Associates, Ltd.