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 serves individual and family clients, offering a mix of financial planning and discretionary portfolio management alongside educational seminars and selection of other advisers. It also operates an insurance brokerage line. Legacy Solutions presents itself as a capital allocator — it directs client capital to third-party managers in addition to managing portfolios internally — and is identified as an active ESG investor. Its billing approaches include percentage-of-AUM fees as well as hourly and fixed-fee arrangements.
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 1CIARA PRICE
Partner & Chief Operating OfficerCRD 5716356
Contacts
3 of 3JEFFREY 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 61Active vs passive
$142M in ETFs
50%
$70.9M
26%
$71.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $17.2M | 224,839 | 12.09% |
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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