Independence + Infrastructure.
Built for Advisors Who Want More.
At Legacy Wealth Management, you keep your book. Get the support you need. Grow on your terms.
You've built something valuable now amplify it with the infrastructure and expertise that lets you focus on what matters most.
What Sets Legacy Wealth Management Apart
You're an experienced advisor who's proven your worth. You deserve a platform that recognizes that and gives you the tools to build even more. Here's what makes us different from the commodity advisor networks you've seen before.
You Keep Your Book
Your clients are yours. Period. We don't force you to start over or rebuild what you've already created.
Deep Alternative Investment Expertise
Access endowment-style investing strategies that differentiate your practice. We're not the same old playbook give your clients sophisticated options.
Flexible Engagement
Choose 1099 or W-2 status based on what works for your practice and your life. True autonomy means real choices.
Complete Oprational Support
HR, payroll, benefits, compliance, technology fully integrated and handled for you. Spend your time on strategy and relationships, not paperwork.
Scalable Tiered Payout
Transparent economics: 60-80% payout structure that rewards your growth and effort. No hidden fees or surprises.
Built for Experience
We specifically serve solo advisors and small IAR teams with 10+ years experience managing under $300M AUM. You're in your prime let's prove it.
Independent Practice combined with Structured Support.
Independent Practice combined with Structured Support.
You built a great business. At Legacy Wealth Management, we give you the infrastructure so you don't get bogged down in operations. You decide strategy, client relationships, and investment philosophy. We handle everything else.
You stay in charge. The difference? You don't have to build everything from scratch or waste time on compliance minutiae. High autonomy with a team around you independent, but never isolated.
1: Strategy & Client Focus
You design the approach. You own the relationships. You set the vision for your practice.
2: Technology & Reporting
Enterprise-grade platforms, seamless reporting, and integrated tools that make you look exceptional.
4: HR & Benefits
Payroll, benefits administration, and HR support that treats your practice like the business it is.
3: Compliance & Risk
We navigate the regulatory landscape so you can sleep well and focus on serving clients compliantly.
5: Growth & Marketing
Resources and expertise to help you scale intelligently and position for a valuable future exit.
What This Means for You:
More client-facing time / Less administrative burden
Institutional-quality resources / Focus on growth, not logistics
Support when you need it
We're selective about who we partner with because fit matters.
If you check these boxes, let's talk. You'll find advisors here who value autonomy but recognize the power of strategic support.
Who Thrives at Legacy Wealth Management
Managing Under $300M AUM
You're at the stage where growth is possible, but you need smarter infrastructure to get there without burning out.
Autonomy + Support Mindset
You value independence but you're not interested in doing everything solo. You want leverage, not limitations.
Tired of Commodity Networks
Generic broker-dealers and overcrowded platforms don't cut it anymore. You want differentiation and partnership, not just a payout grid.
Exit-Minded Builder
You're thinking about the long game building a practice with real enterprise value for when you're ready to transition or exit.
10+ Years of Experience
You've been an advisor or led an IAR team long enough to know what works and what doesn't. Your expertise deserves a platform that respects it.
Advisors Who Made the Move
Don't just take our word for it. Here's what experienced advisors say about joining Legacy Wealth Management and gaining the freedom to focus on what matters most.
The Numbers Don't Lie:
Culture & Values: Time First, Client First
$600M+
Assets Under Management
And growing through organic advisor success
47
Advisors
Experienced professionals who chose partnership over isolation
80%
Payout
Tiered structure that rewards your effort transparently
We believe your time is as valuable as your income. That's why we built a culture around efficiency, excellence, and advisor empowerment. This isn't about face time or bureaucracy it's about results and relationships.
Time-First Mindset
We value your time, not just your revenue. Efficient operations mean more hours for what matters: clients, strategy, and life outside work.
Relentless Operational Excellence
We obsess over back-office quality so you never have to. Seamless technology, responsive support, and zero surprises.
Client-First Philosophy
Everything we do—from investment access to compliance support—exists to help you serve clients better. No bureaucratic nonsense.
Value-Aligned Partnership
We seek advisors who share our commitment to integrity, excellence, and building practices with lasting value. Culture fit isn't optional.
1- Schedule a Discovery Call
We'll discuss your practice, your goals, and whether Legacy is the right fit. This is a two-way conversation we want advisors who are excited about the model.
2- Meet Our Leadership Team
Get to know the people behind the platform. Ask hard questions. Understand our investment philosophy, operations approach, and long-term vision.
3- Design Your Model
We'll work together to structure your engagement payout, status, support needs, technology preferences. This is customized to your practice, not one-size-fits-all.
4- Transition & Launch
Full support during onboarding. Client transitions, compliance setup, technology integration, team introductions we handle the heavy lifting so you can keep serving clients.
FAQs
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We offer a transparent tiered payout ranging from 60-80% based on production and AUM levels.
No hidden fees or surprise deductions just straightforward economics that reward your growth.
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Your book stays yours. Period.
We don't force client reassignments or impose restrictive non-compete structures. You built those relationships you keep them.
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We provide comprehensive compliance support including ongoing monitoring, regulatory filings, audit preparation, and proactive guidance. You're covered by experienced compliance professionals who understand the RIA landscape.
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Typical onboarding takes 60-90 days and includes client transition planning, technology setup, compliance registration, and team integration. We move at your pace never rushed, always thorough.
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We typically work with advisors managing under $300M AUM. There's no strict minimum, but our model works best for established advisors with meaningful books generally $25M+ AUM.
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Yes. For the right long-term partners, we offer pathways to equity participation and profit-sharing that align your success with the firm's growth.
Details are discussed during the design phase.
You're Already Good.
Let's Help You Become Exceptional.
You've built something valuable. You've proven you can succeed. Now it's time to amplify that success with the infrastructure, support, and strategic advantages you deserve.
At Legacy Wealth Management, independence doesn't mean isolation it means power.
This isn't about today. It's about where you're going. Your book. Your future. Your terms.
Let's build it together.