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PROFESSIONAL BIOGRAPHIES

LOU STANASOLOVICH, CFP®

CCO, CEO and President


JIM HOLTZMAN, CFP®

Wealth Advisor and Shareholder

 

Please Note:

1Legend is a Fee-Only Advisory Firm.  Fee-Only Means Legend Never Receives Any Commissions.  However, Legend Trades Securities on Behalf of the Client Through a Few Non-Related Institutional Custodians.  As a Result, the Client Often Pays a Small Fee for Mutual Fund Trades for Transactions (Also Known as a Trading Fee or Commission).  Again, Legend Never Receives any Portion of this Fee.




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