EMRGW Inside Banner

EmergingWealth Investment Management, Inc.

 
EmergingWealth Investment Management, Inc.®

 

Legend Financial Advisors, Inc.’s® (Legend) Sister Firm, EmergingWealth Investment Management, Inc.® (EmergingWealth) Provides Investment Management and/or Investment Consulting Services Only to Individuals Whose Wealth is Emerging, Subject to the Minimum Quarterly Fee (See Below).

 

Like Legend, EmergingWealth is a Fee-Only1, FiduciaryxThe Department of Labor’s definition of a Fiduciary demands that advisors act in the best interests of their clients, and to put their clients' interests above their own.  It leaves no room for advisors to conceal any potential conflict of interest, and states that all fees and commissions must be clearly disclosed in dollar form to clients.

Source: Investopedia
U.S. Securities and Exchange Commission Registered Investment Advisory Firm with Its Headquarters Located in Pittsburgh, Pennsylvania.

 

Why Become A Client Of EmergingWealth?:

It’s Simple!  EmergingWealth Offers Lower Minimum Fees than its Sister Firm, Legend!

EmergingWealth has a Lower Minimum Quarterly Fee of $750.00, Whereas, Legend has a Minimum Quarterly Fee of $2,250.00.

 

Fees will be Billed on Investment Assets that can be Directly Managed or Overseen.  These would Include Investment Assets Held at Brokerage Firms, Custodians, Banks, Annuities that the Client has Purchased Elsewhere, Educational Accounts such as 529 Plans, etc. as well as Self-Directed Retirement Plans [ex. 401(k) Plans, 403(b) Plans].

 

Prospective Clients Who Are Unsure Whether Legend or EmergingWealth is More Appropriate for Them, Should Call EmergingWealth’s and Legend’s, CEO and President, Louis P. Stanasolovich, CFP® at (866) 280-4896, at Extension 2.

 

EmergingWealth Provides Essentially Identical Investment Portfolios as Those Offered at Legend Since Those Clients’ Portfolios are Sub-Advised by Legend.  Both Legend and EmergingWealth Share a Common Advisory Team and Investment Committee.  Both Firms Low Fee Structure is Similar Except EmergingWealth’s Minimum Quarterly Fee is Lower.

 

For Additional Information, Please Call EmergingWealth’s and Legend’s, CEO and President, Louis P. Stanasolovich, CFP® at (866) 280-4896, at Extension 2.

 

CLIENTS ONLY

 

CLOSE
Legend Financial Advisors, Inc
Thanks For Your feed back From your friend at legend Financial Advisor, Inc®
X Legend Financial Advisors, Inc

Hello, we'd like to hear your feedback.

How would you rate the quality of this information?

1
2
3
5
4
6
7
8
9
10

Please provide your E-mail so that we can respond to you:

We would appreciate your comments below:

Please subscribe to one or more of our free newsletters below:

Yes
  • The Global Investment Pulse Newsletter
  • The Financial Planning E-mail Newsletter
  • The Employer's Retirement Plan Brief
  • The Retirement Plan Participant Investor

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand