Question 1

What services does Joseph Richard Birkofer offer?

Accepted Answer

Joseph Richard Birkofer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

Question 2

What are Joseph Richard Birkofer's credentials?

Accepted Answer

Joseph Richard Birkofer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Question 3

Where is Joseph Richard Birkofer located?

Accepted Answer

Joseph Richard Birkofer is based in HOUSTON, Texas, working with LEGACY ASSET MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

Question 4

How does Joseph Richard Birkofer charge for services?

Accepted Answer

Joseph Richard Birkofer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is LEGACY ASSET MANAGEMENT, INC.?

Accepted Answer

LEGACY ASSET MANAGEMENT, INC. has approximately 7 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Joseph Richard Birkofer

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