ONELEGACY ADVISORS, LLC

Overview

Onelegacy Advisors, LLC is a small, privately owned advisory firm that serves individual and family clients and provides portfolio management for individuals and small businesses. The firm also operates as an insurance broker, which appears to influence its product mix and planning solutions. Compensation is charged as a percentage of assets under management. Onelegacy is not identified as an active ESG investor, it is not registered as a multi-state adviser, and it does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives