Legacy Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Advisors provides long-term portfolio management, retirement planning, and ongoing financial planning to individuals, families, small businesses, and trusts. The firm manages roughly $475,700 across a very small client base and also offers account consolidation assistance and small-business investment account support.
The firm describes a long-term, risk-aware investment approach that uses ETFs, mutual funds, bonds, individual stocks, and options strategies (including for concentrated single-stock positions). Although Legacy Advisors offers discretionary management, the brochure indicates a primary portion of its assets are handled on a non-discretionary basis and financial planning is included at no additional charge.
Noteworthy features include the Mountaineer Dividend program, a discretionary community reinvestment plan that may allocate up to 10% of the firm’s operating profits to eligible West Virginia residents and registered in-state businesses based on AUM and months of service. The firm also discloses unusually low West Virginia account minimums and that its managing member maintains unrelated retail employment, reflecting a very small, locally focused practice.
Client services
Expertise
Fee options
$0 - $50,000: 1.00% $50,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.65%
Account minimum: $50 for West Virginia residents; $10,000 for non–West Virginia clients Fee-only: Financial planning included at no additional charge; no commissions or product sales involved.
Main office
Summersville WV
Advisors at this office
1
Most active in
West Virginia
Also doing business as
Charm City Capital · Legacy Advisors · Legacy Covenant LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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