Legacy Investment Services, LLC

Overview

Legacy Investment Services, LLC is a small, SEC-registered limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses, along with adviser selection services — meaning it places client capital with third‑party managers when appropriate. Ownership is a mix of an individual and a domestic entity. Fee arrangements include a percentage of assets under management plus other, unspecified fee components. Legacy reports that it is not an active ESG investor, does not operate as a multi‑state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives