Branden
Bosch
Legacy Wealth Management Group, Inc
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About this Advisor
Branden Bosch is a financial advisor who works out of Lynchburg, Virginia, with a total of 1 year of relevant experience. Bosch currently works for Legacy Wealth Management Group, Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Westar Mortgage, Inc, Bank Of America, Na, Ronald Dawson, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Caitlin John, LLC, Legacy Wealth Management Group, Inc and Legacy Auditorium, LLC. Bosch has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Virginia. Legacy Wealth Management Group, Inc is an advisory firm that has its headquarters in Lynchburg, VA. It oversees $154 million in assets under management across its 1,190 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 1,190 client accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on the type of financial services offered. However, fee types charged by Legacy Wealth Management Group, Inc likely are comprised 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 Group, Inc Brokerage Details
$154,400,000
6
1,190
$129,748
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Branden Bosch Work History
Branden has been registered as a financial advisor for 1 years.*
Legacy Wealth Management Group, Inc
Legacy Auditorium, LLC
Caitlin John, LLC
Ronald Dawson
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, Na
Westar Mortgage, Inc
*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 Branden Bosch 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 Group, Inc
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
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