Legacy Investment Advisors LLC

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Client assets under management

$61,000,000

Clients

492

2% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

246

Very High

Average account size

$123,984

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

Portfolio management

Expertise

Active portfolio management Annuities

Fee options

Percentage

$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 location

Legacy Investment Advisors LLC

140 Elm

Wyandotte MI 48192, United States

Number of offices

Most active in

Florida · Michigan

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

734 284-5494

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.

Active portfolio management Annuities

Patrick G

Series 63, Series 65

Wyandotte, MI

Legacy Investment Advisors LLC

Patrick Guentner is a financial advisor at Legacy Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and is also a practicing attorney with Guentner, Barbee & Associates PLLC. Outside of advising, he serves as a FINRA arbitrator and operates a retail store through One More Training Gear, LLC. Legacy Investment Advisors LLC provides portfolio management services to individual and high-net-worth clients, utilizing a combination of charting, fundamental, quantitative, and technical analyses. The firm offers both discretionary and non-discretionary services and manages approximately $63.85 million in discretionary assets across about 260 client accounts.

Active portfolio management Annuities

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