Frequently Asked Questions

Legacy Private Wealth financial professionals help individuals and small businesses to navigate various financial challenges.  We help our clients maximize their retirement savings, construct investment portfolios to meet various objectives, and walk them through complex estate planning issues.  The majority of our clients seek help with investment portfolio construction, retirement income planning, and small business retirement plans such as 401(k)s and SIMPLE IRAs.  We encourage you to contact us to learn more about how we can help you.  

LPW Advisors mandates that affiliated financial professionals operate strictly as fiduciaries.  Respected credentials such as the CERTIFIED FINANCIAL PLANNER® designation also require that professionals operate as fiduciaries at all times.  

LPW Advisors is "fee-based," meaning the majority of our revenue is derived from fees charged for services.  On occasion, we recommend commissionable financial products to our clients to meet specific objectives.  In all cases, we strive to be highly competitive and extremely transparent with how our clients pay for services.  

As with most businesses and industries, fees charged depend on a variety of factors, including the type of service provided and the financial tools used.  We are happy to quote costs specific to your situation if you contact us.  

While the minimum investment we seek is $250,000, please contact us to inquire about eligiblity.  Referrals from our bank partners may qualify with $5,500.  We may also assist clients on a flat-rate or subscription-fee basis for eligible services such as financial plan construction or investment consulting.  

We truly enjoy helping everyone we possibly can.  For those in need, including families facing financial challenges and non-profits seeking advice, we may offer limited pro-bono services.