A complete list of active advisors currently associated with ABS Legacy Partners, LLC
Warmer can help you find a great advisor at ABS Legacy Partners, LLC or one who fits your needs even better.
ABS Legacy Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and business entities. The firm offers asset management, comprehensive portfolio management, standalone financial planning and consulting, and referrals to third‑party money managers as part of its service mix. Portfolios are tailored to client objectives and may include individual stocks, bonds, ETFs, options, mutual funds, alternative investments and private securities, with ongoing monitoring and periodic rebalancing. The firm employs a mix of analytical methods — including fundamental, technical, qualitative and sector analysis — plus duration management for fixed‑income exposures, and conducts due diligence on third‑party managers when engaging sub‑advisors. ABS Legacy Partners is distinctive for managing approximately $670.8 million while operating with a single advisory professional and a compact client roster, a combination that produces an unusually high level of assets per advisor compared with peers. The firm combines in‑house portfolio construction with regular use of third‑party sub‑advisors and maintains formal compliance controls (a Code of Ethics, pre‑clearance and transaction reporting) while selectively accepting clients.
To learn more about the advisors currently working at ABS Legacy Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hickory, NC
| 21
|
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