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Benjamin Cory Lee

LEGACY WEALTH MANAGEMENT, LLC·BOISE, Idaho
Unclaimed Profile
13965 W. CHINDEN BLVD., BOISE, ID 83713CRD# 7425444Firm CRD# 174767
01

About

Benjamin Cory Lee is a registered financial advisor based in BOISE, Idaho, affiliated with LEGACY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT, LLC
AUM
$373M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at LEGACY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7425444
Firm CRD# 174767
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Cory Lee offer?
Benjamin Cory Lee specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are Benjamin Cory Lee's credentials?
Benjamin Cory Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Cory Lee located?
Benjamin Cory Lee is based in BOISE, Idaho, working with LEGACY WEALTH MANAGEMENT, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Benjamin Cory Lee charge for services?
Benjamin Cory Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY WEALTH MANAGEMENT, LLC?
LEGACY WEALTH MANAGEMENT, LLC has approximately 36 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Idaho
EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
EAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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