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Michael Lee Child

LEGACY PLANNING GROUP·MIDVALE, Utah
LEGACY PLANNING GROUP
6770 SOUTH 900 EAST, MIDVALE, UT 84047-1726CRD# 3128249Firm CRD# 145130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Lee Child · MIDVALE, UT
Registration
CRD #3128249 · LEGACY PLANNING GROUP
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Lee Child is a registered financial advisor based in MIDVALE, Utah, affiliated with LEGACY PLANNING GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY PLANNING GROUP
LEGACY PLANNING GROUP
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEGACY PLANNING GROUP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3128249
Firm CRD# 145130
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Lee Child offer?
Michael Lee Child specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDVALE, Utah for a consultation.
What are Michael Lee Child's credentials?
Michael Lee Child is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lee Child located?
Michael Lee Child is based in MIDVALE, Utah, working with LEGACY PLANNING GROUP. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Michael Lee Child charge for services?
Michael Lee Child'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 PLANNING GROUP?
LEGACY PLANNING GROUP has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY PLANNING GROUP

Michael Phillip Owen
MIDVALE, UT

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Nearby cities in Utah
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Research
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