Legacy Investment Services, LLC

Overview

Legacy Investment Services, LLC is a non-independent retail registered investment adviser that focuses on individual and family clients. The firm operates as a limited liability company with ownership tied to a domestic entity and an individual, and it bills clients using a percentage-of-assets model alongside other fees. Legacy serves primarily as a capital allocator: it performs portfolio management for individuals and small businesses and engages in selection and oversight of outside advisers and third‑party managers. The firm is not designated as an active ESG investor, is not a multi‑state adviser, and lists an insurance company among its industry affiliations.

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Investments & Alternatives

Location & Offices