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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:

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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