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FIVE REASONS TO CHOOSE LEGEND


  1. Legend is a Non-Commission, Fee-Only, Fiduciary advisory firm.  Fee-Only means Legend is compensated exclusively by client fees.  Unlike Legend, fee-based advisors and brokerage firms have numerous conflicts of interest due to the fact that they receive commissions.

  2. Members of Legend’s Financial Advisory Team have been selected by National Publications such as Worth, Medical Economics and Barron’s more than 60 times as “The Best Financial Advisors In America”.

  3. Unlike most advisory firms and all brokerage houses, Legend and its advisors have chosen to be governed by the Fiduciary Standard of Law.  Fiduciaries are required to work in their clients’ best interests at all times.

  4. Legend designs dynamic, creative and personalized financial planning and investment solutions for its clients.

  5. Legend emphasizes low-cost investments where possible that are allocated and traded in an income tax-efficient manner.



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