A complete list of active advisors currently associated with Legacy Folios

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

Legacy Folios provides ongoing discretionary portfolio management to individuals and high-net-worth individuals, preparing an Investment Policy Statement for each client and overseeing asset allocation, security selection, and regular portfolio monitoring. The firm typically implements portfolios using mutual funds as its primary vehicle and may also use ETFs, equities, fixed income and real estate funds. The firm’s investment process draws on multiple methods of analysis—charting, fundamental and technical review, cyclical and economic analysis—and employs both long- and short-term trading as well as strategic asset allocation to align portfolios with documented risk tolerance and time horizon. Legacy Folios states it seeks fair and equitable allocation of investment opportunities among clients and generally requires discretionary trading authority to execute its strategies. The brochure names a single management person, Gary Mack Brittain, while noting advisory representatives may also be licensed insurance agents who can receive commission-based compensation for insurance sales, a potential conflict of interest separate from advisory fees. The firm also requires clients to use Schwab Institutional for custody and states it will not accept client-imposed investment restrictions based on values or beliefs.

To learn more about the advisors currently working at Legacy Folios, 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.

You can also browse Legacy Folios's office locations.

Name	Location	Years of experience
Gary Brittain	McKinney, TX	19
Joseph Nappi	McKinney, TX	7
Braiden Simpson	McKinney, TX	3

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