FAMILY LEGACY PLANNING - Financial Advisor in Arkansas, Bentonville

Tel: (479) 273-3040 1003 Se 14th St. Ste 15 Bentonville, Arkansas 72712

About FAMILY LEGACY PLANNING

FAMILY LEGACY PLANNING is a Bentonville, Arkansas based financial advisory firm with nearly $135,626,460 in assets under management and provides investment advisory services for 713 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

294277

Firm SEC#:

801-130790

Assets Under Management:

$135,626,460

No. of Clients:

713

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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