A complete list of active advisors currently associated with Legacy Investment Advisors LLC

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

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.

To learn more about the advisors currently working at Legacy Investment Advisors LLC, 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
Patrick Guentner	Wyandotte, MI	31
Brian Teets	Wyandotte, MI	3

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