LEGACY INVESTMENT ADVISORS, LLC

Overview

Legacy Investment Advisors, LLC is a small, privately held investment advisory firm that focuses on fee-based wealth management for individuals, families and select institutional clients. The firm’s practice centers on discretionary portfolio management and comprehensive financial planning for both personal and business clients. Investment posture is equity-oriented: exchange-traded equities make up the bulk of deployed capital, while mutual funds and annuities are used as complementary building blocks for diversification and income management. Services are delivered under a mix of billing arrangements — percentage-of-assets, hourly and fixed fees — and the firm operates with a broker-dealer affiliation. Legacy Investment Advisors does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices