LEGACY MAP DESIGN, LLC

RIASEC Registered
Total AUM
$6.2M
Discretionary
$0
0% of AUM
Avg account
$47.3K
Accounts
131
Employees
2
Advisory reps
2

Firm details

Headquarters
WICHITA, Kansas
CRD number
297269
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI54.84%
  • Individuals45.16%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

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

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, State & Local Bonds 20%, Cash & Cash Equivalents 20%, US Government Bonds 10%, Investment Grade Corp Bonds 10%40%
  • Exchange Traded Equities40%
  • State & Local Bonds20%
  • Cash & Cash Equivalents20%
  • US Government Bonds10%
  • Investment Grade Corp Bonds10%

Contacts

2 of 2
  • LANCE RAPPARD

    PresidentCRD 5616784

  • Elijah Copas

    Investment Advisor RepresentativeCRD 6619716

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WICHITA, KS

SEDGWICK

Location

WICHITA, KS

Headquartered in WICHITA, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.

Metro area
Wichita-Winfield, KS
Region
Midwest
County
SEDGWICK
Address
1649 S Butternut St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth