A complete list of active advisors currently associated with Legacy Investment Advisors Inc.
Warmer can help you find a great advisor at Legacy Investment Advisors Inc. or one who fits your needs even better.
Legacy Investment Advisors is a small, independent registered investment adviser that provides ongoing investment advice and portfolio management to individuals, trusts, closely held business owners, pension and profit‑sharing plans, and corporations. The firm implements client accounts primarily through third‑party program managers (Morningstar Managed Portfolios and the SEI Advisor Wealth Platform) and also makes insurance products available through the principal’s separate insurance business. The firm reports that all assets under management are handled on a non‑discretionary basis, with Legacy assisting clients in selecting model portfolios, completing account paperwork, and coordinating transaction execution through the program managers. Its investment process draws on fundamental, technical and charting analysis and includes long‑ and short‑term strategies, client‑imposed restrictions when requested, and continuous account review with at least annual meetings. Compared with most independent advisers, Legacy is notable for the principal’s active broker‑dealer and insurance roles and for receiving portions of platform and referral fees from third‑party managers and other firms, arrangements disclosed in the brochure. The firm’s very small scale — one advisor, roughly $5.8 million in AUM and about ten clients — combined with a manager‑of‑managers implementation and a fully non‑discretionary model, differentiates its operating model from many peers.
To learn more about the advisors currently working at Legacy Investment Advisors Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Braintree, MA
| 38
|
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