Legacy Cornerstone Wealth LLC
Firm details
- Headquarters
- Peoria, Arizona
- CRD number
- 281027
- Registered since
- March 26, 2021
- Website
- www.epictrust.com
- Custodians
- CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Cornerstone Wealth LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator to individual and family clients. The firm offers a mix of financial planning and portfolio management services for individuals and small businesses, provides pension consulting, and serves as a selector of other advisers — a role that aligns with its use of third-party managers. Fee arrangements are flexible and include AUM-based fees, hourly charges, fixed fees and other structures. Legacy Cornerstone reports it does not pursue active ESG investing and does not operate as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Derivatives45%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Other1%
Contacts
1 of 1
Matthew Baker
Partner, Senior Wealth AdvisorCRD 6334092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$80.7M in ETFs
82%
$66.5M
18%
$14.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.4M | 20,943 | 14.12% |
Location
Peoria, AZ
Maricopa
Location
Peoria, AZ
Headquartered in Peoria, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 10815 W Nosean Rd
- Time zone
- MT (UTC-7)
- Office locations
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