LEGACY FINANCIAL SERVICES GROUP, INC.

Overview

Legacy Financial Services Group, Inc. is an independent, privately owned registered investment adviser that combines financial planning and portfolio management for individuals, families and small businesses with insurance brokerage services. The firm charges fees as a percentage of assets under management and reports both individual/family and institutional clients. Legacy identifies as an independent RIA and does not position itself as a capital allocator or pension consultant. Advisory work emphasizes financial planning and discretionary portfolio management for individual and small business clients. The firm also maintains an insurance brokerage practice and uses annuities as part of its product set, indicating an integration of investment and insurance solutions in client programs.

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Public Holdings

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Location & Offices