LEGACY ADVISORY GROUP, INC.

Overview

Legacy Advisory Group, Inc. is a small, individually owned corporate advisory firm that operates as a capital allocator and provides both fee-percentage-of-AUM and fixed-fee engagements. The firm combines advisory work—portfolio management for individuals/small businesses and for pooled investment vehicles—with distribution-related activities such as insurance brokerage and other financial product sales. It also performs selection-of-other-advisers work and is listed as a sponsor/GP/managing member of pooled investment vehicles. Legacy does not identify itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices