Legacy Investment Services, LLC

Overview

Legacy Investment Services, LLC is a small, SEC-registered limited liability company that provides portfolio management for individuals and small businesses and serves as a capital allocator by selecting third-party advisers. The firm’s client focus is individual and family households, and it charges fees based on a percentage of assets under management along with other fee arrangements. Legacy identifies as neither an active ESG investor nor a multi-state adviser, and it reports an affiliation with an insurance company. Its advisory activity includes direct portfolio management and third-party manager selection, which supports access to external alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices