Legacy Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Investment Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, overseeing roughly $61 million across close to 500 accounts. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and advises using a limited investment menu that includes mutual funds, fixed income, equities, annuities, and ETFs (including precious‑metals ETFs).
The firm combines charting, fundamental, quantitative and technical analysis and employs both long‑ and short‑term trading to implement client portfolios, with fees charged as a percentage of assets and quarterly reporting from the custodian. It typically requests discretionary trading authority and requires clients to custody assets through Schwab Institutional to execute and report trades.
A noteworthy feature is the firm’s affiliation with a law practice: one of its principals is a practicing attorney who may, outside the advisory firm, offer legal services or products to clients, a relationship the brochure identifies as a potential conflict of interest but states clients are not required to use those outside services. The firm is also notable for operating with a very small advisory team relative to its client base and for explicitly including insurance/annuity products and precious‑metals ETFs within its stated investment universe.
Client services
Expertise
Fee options
$1 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,000+: 1.25%
Main office
140 Elm
Wyandotte MI 48192
Advisors at this office
2
Most active in
Florida · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
Brian T
Series 65
Wyandotte, MI
Legacy Investment Advisors LLC
Brian Teets is a financial advisor at Legacy Investment Advisors LLC with a Series 65 credential and two years of industry experience. He has worked at Legacy Investment Advisors since 2023 and has been associated with Safe Haven Wealth Management since 2013. Prior to his financial advisory roles, he worked with Dearborn Schools for 27 years. Legacy Investment Advisors LLC provides ongoing portfolio management to individual and high-net-worth clients, offering both discretionary and non-discretionary services. The firm uses multiple methods of analysis, including charting, fundamental, quantitative, and technical approaches, and employs both long-term and short-term trading strategies.
Patrick G
Series 63, Series 65
Wyandotte, MI
Legacy Investment Advisors LLC
Patrick Guentner is a financial advisor with Legacy Investment Advisors LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and is also a practicing attorney with Guentner, Barbee & Associates PLLC. Outside of his advisory and legal work, he is involved in several business ventures, including retail and sales enterprises. Legacy Investment Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative, and technical analysis with a limited investment menu that includes mutual funds, fixed income, equities, annuities, and ETFs, including precious-metals ETFs.
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