Legacy Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,593,435
Clients
30
Advisors
1
of 3 employees
About
Legacy Family Office provides comprehensive wealth management and family office services to individuals and high‑net‑worth clients as well as trusts, estates, and other entities. Services described in the brochure combine investment advisory work with family office functions such as heir education and development, estate planning and trustee oversight, integrated tax and financial planning, philanthropy, lifestyle management, bill‑paying, and prenuptial/postnuptial and divorce coordination.
The firm offers both discretionary and non‑discretionary portfolio advice but commonly engages third‑party advisers to manage all or portions of client portfolios, monitoring those advisers and retaining authority to hire, fire, or reallocate between them. Its compensation approach differs from the common percentage‑of‑assets model: the firm negotiates fixed annual advisory arrangements rather than billing primarily on an asset‑based percentage.
Compared with peers, the firm is notable for operating with a single advising professional while overseeing a multi‑million dollar asset base and a small client roster, a structure that is less common among supported firms. It also provides lecture and educational services and highlights an institutional technology audit for data security, reflecting an emphasis on client education and operational safeguards that is atypical for firms of this size.
Client services
Expertise
Fee options
Commission-based compensation earned from insurance product sales by a licensed agent associated with the firm, separate from advisory fees
Minimum fee: Minimum annual fee of $50,000, negotiable and possibly waived at discretion of firm Fee-only: Fixed fees ranging generally between $50,000 and $300,000 per year, negotiated case-by-case
Main office
9990 Coconut Road, Suite 225
Bonita Springs FL 34135
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Legacy Family Office, LLC · Legacy Wealth Group, Inc.
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
Quick links
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