Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Richard Wellnitz is a registered representative at Legacy Wealth Management, LLC. Todd has been in the industry since April 2010. Legacy Wealth Management, LLC is an investment advisory firm that provides a range of financial services, including financial planning, portfolio management for individuals, and advisory consulting. The firm's main office is located in Boise, Idaho.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/28/2024 - Present
Legacy Wealth Management, LLC (Alameda CA)
Active
Inactive
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