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LegacITree Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,825,000
Clients
70
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$111,786
About
LegacITree Wealth Management is a state-registered investment adviser that provides discretionary portfolio management focused on capital appreciation along with comprehensive financial planning and consulting for individuals, trusts, estates, and certain business and retirement-plan clients. Services are provided under a written advisory agreement and include ongoing supervision and periodic rebalancing of client portfolios.
The firm’s investment process combines fundamental, technical, quantitative, and cyclical analysis and uses a range of strategies that can include long‑term holdings, short‑term trading, short selling, margin, and derivatives; it also uses proprietary and licensed models and third‑party research in portfolio construction. Accounts are monitored on an ongoing basis and reviewed at least quarterly, with strategies tailored to each client’s goals, risk tolerance, and changing market conditions.
Noteworthy for a small adviser, LegacITree charges performance‑based fees for qualified clients and also manages institutional accounts such as pension and profit‑sharing plans—both practices that are uncommon among peers and that the firm discloses along with its conflict‑mitigation procedures for side‑by‑side management. The firm recommends a specific custodian platform that provides technology and research benefits to the adviser and discloses the resulting soft‑dollar and potential conflicts in its brochure.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
<$100,000 - $99,999: 1.0-2.5% $100,000 - $499,999: 1.0-2.0% $500,000 - $999,999: 1.0-2.0% $1,000,000 - $1,999,999: Negotiable >$2,000,000+: Negotiable
$250-$500 per hour for consulting or financial planning services
20% annual performance fee for qualified clients
Account minimum: $100,000 (preferred; accounts below this may be accepted at discretion) Fee-only: Financial planning or consulting services at $250-$500 per hour, negotiated at engagement
Main office location
LegacITree Wealth Management, LLC
3287 Elmer Hill Lane
Buford GA 30519, United States
Number of offices
1
Most active in
LegacITree Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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