Claim Profile
MC

Michael Lee Child

LEGACY PLANNING GROUP·MIDVALE, Utah
Unclaimed Profile
6770 SOUTH 900 EAST, MIDVALE, UT 84047-1726CRD# 3128249Firm CRD# 145130
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
03

Firm Overview

Firm
LEGACY PLANNING GROUP
LEGACY PLANNING GROUP
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
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
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIDVALE?

Browse all registered financial advisors in MIDVALE, Utah or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty