LEGACY INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2004

Total AUM

$403M

Discretionary

$394M

98% of AUM

Avg account

$971K

Accounts

415

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 133014
Registered since: October 8, 2004
Website: legacyip.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.25%
Individuals5.72%
Corporations / Businesses1.11%
Charitable Organizations0.92%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Legacy Investment Partners, LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. Founded and SEC-registered in 2004, the firm operates under individual ownership and offers fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension-related consulting services and selection of third‑party advisers when appropriate. Investment activity is weighted toward liquid, exchange-traded instruments for core equity exposure while fixed-income needs are met through corporate debt and pooled vehicles. The firm reports it is not an active ESG investor. As an independent RIA that structures separate managed accounts, Legacy Investment Partners emphasizes customizable solutions—using custody and platform relationships to implement model and tailored portfolios for clients with differing time horizons and objectives.