Legacy Retirement Advisors
Firm details
- Headquarters
- ,
- CRD number
- 157453
- Website
- www.lradvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals75.16%
- HNWI24.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Retirement Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and discretionary portfolio management for individual clients and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. Legacy Retirement Advisors does not identify as an ESG investor, is not positioned as a multi-state or pension consulting adviser, and does not act as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1
Aaron Britz
Founder and CEOCRD 4440065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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