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Nancy Minyi Zheng

Legacy Wealth Management, LLC

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About Nancy Minyi Zheng

Nancy Minyi Zheng is a registered representative with Legacy Wealth Management, LLC. Nancy has been in the industry since 2000, and has held previous positions with Eternity Financial Alliance Solutions Inc. and World Financial Group. Nancy's focus is on providing financial planning, advisory consulting, and portfolio management for individuals. Nancy works in the Newport Beach, CA office of Legacy Wealth Management, LLC.

Firm Information

Nancy Zheng is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nancy Zheng’s Registration & Firm History

CA

10/28/2024 - Present

Legacy Wealth Management, LLC (Newport Beach CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Minyi Zheng.
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