How does the advisor help clients – Key Takeaways:
Legacy Investment Strategies, L.L.C. is committed to helping their clients achieve their financial goals through personalized investment strategies and expert financial services. They pride themselves on their in-depth knowledge and experience in the industry, as well as their commitment to building long-term relationships with their clients. With a variety of services and a focus on client needs, Legacy Investment Strategies, L.L.C. is dedicated to helping their clients create a secure financial future.
Facts and Insights:
As of 2019, Legacy Investment Strategies, L.L.C. has approximately $1.5 billion in assets under management. They have a team of 12 highly experienced advisors who average over 20 years of industry experience. Their commitment to their clients can also be seen in their long-standing presence in the financial industry, as they have been in business for over 30 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 12 | 30+ years |
Financial Services Offered:
Legacy Investment Strategies, L.L.C. offers a wide range of financial services to their clients. These include investment management, financial planning, retirement planning, education planning, and risk management. Their team of advisors work closely with clients to understand their unique goals and objectives, and create personalized strategies to help them reach those goals.
Client Types:
Legacy Investment Strategies, L.L.C. works with a diverse group of clients including individuals, families, small businesses, and non-profit organizations. They understand that each client has different needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation:
Legacy Investment Strategies, L.L.C. typically charges a percentage of assets under management for their services. These fees may vary depending on the client’s specific needs and the type of services provided.
Background:
The team at Legacy Investment Strategies, L.L.C. is made up of experienced financial professionals with a diverse range of backgrounds and areas of expertise. They are committed to ongoing professional development and staying informed about the latest trends and changes in the financial industry.
Financial Advisor Disclosures to Know:
Legacy Investment Strategies, L.L.C. adheres to strict ethical and legal standards and fully discloses all fees and potential conflicts of interest to their clients. They also maintain transparency in their investment recommendations and provide detailed reports on performance and fees.