Legacy Financial Advisors of Louisiana
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Financial Advisors of Louisiana provides ongoing portfolio management to individuals and high-net-worth individuals, preparing an Investment Policy Statement for each client and offering services such as asset allocation, security selection, and regular portfolio monitoring. The firm states it seeks discretionary authority to execute transactions on behalf of clients in accordance with documented goals, time horizons, and risk tolerances.
Its investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, and it employs both long-term trading and options strategies, including covered calls, uncovered options, and spreads. Risk tolerances and investment policies are documented for each client, and the brochure emphasizes the material risks associated with options and leveraged strategies.
What is noteworthy for a firm in this reporting category is that it offers direct portfolio management for individuals despite being newly formed and reporting no assets under management, a service that is statistically uncommon among firms with no active advisors. The firm also limits its recommended investments to mutual funds, fixed income, equities and ETFs, primarily recommends covered-call strategies, does not act as a private fund adviser, and requires clients to use Schwab Institutional—potentially creating soft-dollar relationships tied to that custodian.
Client services
Expertise
Fee options
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.80% $5,000,000+: 0.50%
Main office
Covington LA
Advisors at this office
2
Most active in
Louisiana
Also doing business as
Legacy Financial Advisors Of Louisiana · Legacy Financial Advisors Of Louisiana LLC · Legacy Financial Advisors Of Louisiana, 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
Advisors at this firm
Jeffrey S
Series 65
Covington, LA
Legacy Financial Advisors of Louisiana
Jeffrey Snitzer is affiliated with Legacy Financial Advisors of Louisiana and holds the Series 65 designation. He has been associated with Dr Jeff Snitzer DM LLC since 1983 and joined Legacy Financial Advisors of Louisiana in 2025. Legacy Financial Advisors of Louisiana provides ongoing portfolio management to individuals and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm focuses on documented investment policies and risk tolerances, employing strategies such as covered calls and other options approaches.
Matthew S
Series 65
Covington, LA
Legacy Financial Advisors of Louisiana
Matthew Snitzer is an advisor at Legacy Financial Advisors of Louisiana with a Series 65 credential. His work history includes roles at BioHorizons, Rep Data, and NewtonX, spanning various industries since 2019. Legacy Financial Advisors of Louisiana provides portfolio management services primarily to individuals and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and technical analysis. The firm emphasizes documented investment policies and employs a mix of long-term trading and options strategies, including covered calls and spreads.
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