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The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE FOR LEGACY WEALTH ADVISORS, LLC, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Legacy Wealth Advisors use?","answer":"Legacy Wealth Advisors’ separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $213M, Pershing LLC (Jersey City, NJ), with $172M, Goldman Sachs & Co. LLC (New York, NY), with $119M, Charles Schwab & Co., Inc. (Westlake, TX), with $101M and Alliancebernstein L.P. (New York, NY), with $97.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Wealth Advisors have?","answer":"Legacy Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 14 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Legacy Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Legacy Wealth Advisors’ separately managed accounts held 33% other, 17% state and local bonds, 17% cash and equivalents, 12% exchange-traded equities, 9% U.S. government and agency bonds, 7% sovereign bonds, 3% investment grade corporate bonds and 2% registered funds (mutual funds, ETFs, BDCs). The 33% other category is described as: Alternative Investments (E.g. Private Equity).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Legacy Wealth Advisors?","answer":"Legacy Wealth Advisors is owned through a holding company by Eugene Frenkel. 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