Legacy Partners Financial Group, LLC

Overview

Legacy Partners Financial Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. Its fee arrangements include both a percentage-of-assets model and fixed fees. In addition to advisory services, the firm conducts insurance brokerage and sells other financial products, and it does not position itself as an ESG-focused manager or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Custody