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For prospective clients who believe their personal situation does not meet Legend Financial Advisors, Inc’s.® (Legend) minimum fee requirements, Legend’s sister firm, EmergingWealth Investment Management, Inc.® (EmergingWealth) may be able to assist.  EmergingWealth is a Fee-Only1, Fiduciary U.S. Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania.

EmergingWealth provides Investment Management or Investment Management Consulting services to individuals as well as business entities and non-profit organizations whose wealth is emerging. All investment portfolios are sub-advised by Legend.  Both Legend and EmergingWealth share a common advisory team and Investment Committee as well as manage the same types of investment portfolios.

Also, EmergingWealth’s low fee structure is the same as Legend’s except the minimum annual fee is lower.  For additional information, please contact EmergingWealth’s CCO, CEO and President, Louis P. Stanasolovich, CFP®.

EmergingWealth Investment Management, Inc.®
5700 Corporate Drive, Suite 360
Pittsburgh, PA  15237-5829

Phone: (866) 280-4896, Extension 2




Please Note:

1 The Client will Not Pay Securities Trading Fees (also Known as Commissions) for Exchange-Traded Funds (ETF’s) and/or Exchange-Traded Notes (ETN’s) as well as Exchange-Traded Equities through Virtually All Custodians that Legend Utilizes.  However, Open-End Mutual Fund Trading Fees Are Charged by Custodians.  Legend Does Not Receive any Portion of Any Custodian Fees.

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