Legacy Bridge Private Family Offices
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$422,255,277
Clients
66
Advisors
2
of 8 employees
About
Legacy Bridge Private Family Offices serves high‑net‑worth families, related family entities, and select trusts, estates and foundations, generally providing fully discretionary investment management alongside comprehensive private family office services. The firm reports discretionary assets under management of $425,754,729 and supports clients with investment planning, consolidated reporting, bill‑pay and administrative oversight of trusts, LLCs and other family documents.
The firm’s investment approach emphasizes diversified, asset‑allocation driven portfolios tailored to each family’s objectives and risk tolerance, employing individual securities, mutual funds, ETFs and third‑party managers as appropriate. Legacy Bridge provides aggregated performance reporting with sub‑asset class benchmarks and periodic reviews, and it offers negotiated performance‑based fee arrangements for certain clients with written methodologies (including a possible year‑end true‑up) and stated procedures to address related conflicts of interest.
Noteworthy distinctions include the firm’s use of performance‑based fee structures and detailed consolidated performance reporting of both managed and non‑managed assets—features that are less common among similar supported firms. The brochure also documents operational practices that stand out, such as engagement of ProxyEdge/Broadridge and reliance on Egan‑Jones proxy guidelines for voting, and a third‑party vendor arrangement that retains 20% of class‑action recoveries.
Client services
Expertise
Occupation focus
Fee options
Set-up fees ranging from $1,000 to $1,500 per account, may be waived or reduced at discretion
Performance-based fees offered for certain clients, terms negotiated individually and in addition to advisory fees
Minimum fee: Minimum annual fee of $100,000 generally required but accounts paying less may be considered at discretion
Main office
5810 Grand Ave
West Des Moines IA 50266
Advisors at this office
2
Most active in
California · Colorado · Iowa · Nevada · South Dakota
Also doing business as
Legacy Bridge Private Family Offices · Legacy Bridge, 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.
Quick links
Advisors at this firm
Stephen M
CFA®, Series 66, Series 63
West Des Moines, IA
Legacy Bridge Private Family Offices
Stephen Musser is a financial advisor at Legacy Bridge Private Family Offices with 16 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. His prior roles include positions at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related entities, and select trusts, estates, and foundations by providing discretionary investment management alongside comprehensive private family office services. The firm emphasizes diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance and offers detailed consolidated performance reporting and negotiated performance-based fee arrangements.
Timothy K
Series 65
West Des Moines, IA
Legacy Bridge Private Family Offices
Timothy Kadlec is a financial advisor at Legacy Bridge Private Family Offices with 10 years of industry experience. He holds a Series 65 designation and has been with Legacy Bridge since 2015. The firm serves high-net-worth families and individuals by providing discretionary investment management and comprehensive private family office services, including trust oversight and strategic philanthropic planning. Legacy Bridge manages approximately $326 million in discretionary assets and emphasizes diversified, multi-asset portfolios tailored to client objectives and risk tolerances.
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