LEGACY MAP DESIGN, LLC

Overview

Legacy Map Design, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management targeted at individuals and small businesses. Its billing is flexible: it uses asset-based fees as well as hourly and fixed-fee arrangements and other fee structures. Legacy Map Design is not positioned as a capital allocator, does not identify as an active ESG investor, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

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Location & Offices