Joseph
Fisher
Legacy Wealth Management, LLC
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About this Advisor
Joseph Fisher is a financial advisor operating in Bountiful, Utah. Fisher is currently employed by Legacy Wealth Management, LLC. During their career, Fisher has held roles at Allen Highschool Student, Lds Church Service Mission, Blueraven Solar, Byu Idaho, Womple, University Of Utah, Utah Valley University, Renu LLC and Trailblazerz LLC. Fisher maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Utah. Legacy Wealth Management, LLC is a financial advisory company headquartered in Boise, ID. The firm has offices in six locations and a total of 36 people on staff. It handles $251 million in assets between its 2,921 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,921 accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Legacy Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$251,413,146
36
2,921
$86,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joseph Fisher Work History
Joseph has been registered as a financial advisor for 0 years.*
Trailblazerz LLC
Renu LLC
Utah Valley University
University Of Utah
Womple
Blueraven Solar
Byu Idaho
Lds Church Service Mission
Allen Highschool Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management, LLC
Burley, ID
Bountiful, UT
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Bountiful, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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