Legacy Solutions, LLC
Firm details
- Headquarters
- Kennett Square, Pennsylvania
- CRD number
- 323360
- Registered since
- March 15, 2023
- Website
- www.legacysolutions.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.06%
- Individuals25.79%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Legacy Solutions, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm acts as a capital allocator for individual and family clients and combines fee-based advisory work with insurance brokerage. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, management for business or institutional accounts, pension consulting, manager selection, and client education through seminars and workshops. Fee arrangements include AUM-based fees, hourly charges, and fixed fees. The firm indicates active consideration of environmental, social, and governance (ESG) factors in its investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities12%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Ciara Price
Partner & Chief Operating OfficerCRD 5716356
Contacts
3 of 3
Jeffrey Hall
PartnerCRD 4836089
Daniel Danese
Managing PartnerCRD 1370644
Angela Stewart
Financial Advisor and Registered RepresentativeCRD 2580018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$163M in ETFs
48%
$78.5M
27%
$84.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $20.4M | 231,860 | 12.49% |
Location
Kennett Square, PA
Chester
Location
Kennett Square, PA
Headquartered in Kennett Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 206 N Union St
- Time zone
- ET (UTC-5)
- Office locations
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