A complete list of active advisors currently associated with Legacy Advisory Limited Company

Warmer can help you find a great advisor at Legacy Advisory Limited Company or one who fits your needs even better.

Legacy Advisory Limited Company provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth and non‑HNW individuals, and also serves institutional clients such as trusts, foundations and retirement plans. Its services cover continuous investment supervision for marketable securities as well as advice on fixed index annuities, direct investment entities and other illiquid assets. The firm builds portfolios around an asset‑allocation framework with seven major asset classes and tailors allocations to each client’s goals and risk tolerance, using proprietary models and technology tools for analysis and trading. It manages accounts on a discretionary basis and may incorporate annuities or non‑liquid holdings into client strategies and asset calculations on a case‑by‑case basis. Distinctive aspects include that the firm’s principal maintains an active law license and occasionally provides estate‑planning legal services to clients while implementing policies to limit overlap between legal and investment advice. The firm’s advisors also act as licensed insurance brokers and the firm manages certain direct investment entities in which family members hold interests—relationships and potential conflicts that the firm discloses and seeks to mitigate—and the firm assumed a substantial portion of assets from a predecessor advisory practice.

To learn more about the advisors currently working at Legacy Advisory Limited Company, 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.