ABS Legacy Partners, LLC

ABS Legacy Partners provides investment advisory services to individuals, high net worth individuals, trusts, estates, retirement accounts and business entities through asset management, comprehensive portfolio management, standalone financial planning, and referrals to third‑party money managers. As of December 31, 2025 the firm reports $670,793,536 in discretionary regulatory assets under management while serving a relatively small client base (24 clients).

The firm constructs tailored portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and alternative investments, applying a blend of fundamental, technical, qualitative and sector analysis alongside asset‑allocation disciplines such as duration constraints, periodic rebalancing, and both long‑ and short‑term trading. It routinely uses third‑party sub‑advisors for implementation, conducts ongoing due diligence on those managers, and offers periodic reviews and financial planning deliverables when engaged.

Noteworthy features include a high ratio of assets to advisors and clients—reflected in the firm’s $1,000,000 minimum for its asset management and comprehensive services and negotiated arrangements for legacy clients—which results in a practice concentrated on a limited number of substantial relationships. The brochure also discloses recent firm changes (an ownership interest change in October 2026) and a wide range of planning engagements (flat planning fees reported from $10,000 to $200,000 and hourly rates up to $250), underscoring a focus on higher‑value, bespoke engagements rather than broad retail scale.