Legacy Retirement Advisors

Overview

Legacy Retirement Advisors is an independent registered investment adviser that focuses on serving individuals, families and small-business owners with financial planning and portfolio management. The firm charges fees based on a percentage of assets under management and fixed fees, and it operates with a predominantly discretionary mandate—all of its reported AUM is discretionary. Investment activity centers on public equities, with a clear preference for exchange-traded instruments as the primary vehicle for client exposure. The firm does not identify as an active ESG investor and is structured as a single-owner RIA rather than a capital allocator or multi-state advisory platform. Investment positioning is straightforward: core equity exposure supplemented by liquid mutual funds and selected alternative allocations. Given the client mix and account sizes, the adviser appears to favor low-cost, liquid instruments that can be implemented efficiently through a single custodian relationship while allowing room to add hedge fund, real estate and commodities allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices