A complete list of active advisors currently associated with Chagrin Valley Legacy Advisors, LLC
Warmer can help you find a great advisor at Chagrin Valley Legacy Advisors, LLC or one who fits your needs even better.
The firm provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans, generally citing a $2 million account minimum that may be waived. In addition to portfolio management, the firm offers business consulting for owners and delivers general educational content and seminars/workshops to prospects and clients, with disclosed arrangements for third‑party compensation related to educational or referral activities. Portfolios may include ETFs, stocks, bonds, mutual funds, options (including covered calls), REITs, annuities, and government securities, and the firm may retain legacy holdings for portfolio fit or tax efficiency. The investment approach blends fundamental and technical analysis, emphasizes value and quality, and prioritizes disciplined risk management with a focus on downside protection while typically favoring a long‑term orientation but permitting tactical shorter‑term trades. Distinctive operational features include that the firm is newly formed and, as of filing, reports no assets under management and a single management person operating the advisor. The firm requires clients to custody assets at a single platform provider (Altruist) under a directed brokerage arrangement that supplies platform services and research, and it discloses that its advisory representative is licensed to sell insurance and may receive separate commissions—items that bear on potential conflicts of interest and execution or custody considerations.
To learn more about the advisors currently working at Chagrin Valley Legacy Advisors, 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 |
|---|---|---|
Beachwood, OH
| 8
|
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