About LEGACY INVESTMENT ADVISORS INC.
LEGACY INVESTMENT ADVISORS INC. is a leading financial advisory firm that provides comprehensive wealth management services to high net worth individuals, families, and businesses. With a team of experienced and reputable advisors, LEGACY is dedicated to helping its clients achieve their financial goals and secure their financial legacy for future generations.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Utilizes a comprehensive and holistic approach to wealth management
- Strives to understand every client’s unique financial situation and goals
- Provides ongoing support and guidance to help clients navigate through changing financial landscapes
Facts and Insights
Financial planning and investment management can be complex and overwhelming, especially for high net worth individuals. This is where LEGACY INVESTMENT ADVISORS INC. comes in – the firm helps simplify the financial journey for its clients, providing them with valuable insights and strategies to achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 20+ | Over 20 years |
Financial Services Offered
LEGACY INVESTMENT ADVISORS INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Charitable giving and philanthropy
Client Types
The firm serves a variety of clients, including:
- High net worth individuals and families
- Business owners and executives
- Entrepreneurs
- Non-profit organizations
- Institutional investors
Fees & Compensation
LEGACY INVESTMENT ADVISORS INC. follows a transparent fee structure that is aligned with the best interests of its clients. The firm charges a percentage of assets under management as its fee, ensuring that its success is tied to the success of its clients.
Background
Founded in 2000, LEGACY INVESTMENT ADVISORS INC. has been helping its clients achieve their financial goals and protect their wealth for over two decades. The firm is headquartered in New York and has a team of experienced advisors with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEGACY INVESTMENT ADVISORS INC. is required to disclose certain information to its clients, including:
- Form ADV: This document provides information about the firm’s business, services, fees, and any disciplinary history.
- Code of Ethics: Outlines the ethical standards and policies the firm and its advisors are required to follow.
- Privacy Policy: Outlines how client information is collected, used, and protected.
It is important for clients to review these disclosures before working with any financial advisor.