Legacy Investment Partners, LLC

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Client assets under management

$394,935,075

Clients

216

33% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,828,403

About

Legacy Investment Partners primarily serves high-net-worth and individual clients, including trusts, estates and retirement accounts, offering discretionary and non-discretionary investment supervisory services as well as financial planning and 401(k) plan consulting. The firm places client assets in mutual funds, stocks, bonds and option strategies and may use margin when clients authorize it.

Legacy uses active portfolio management grounded in fundamental analysis, with supplementary cyclical and technical/charting techniques, and conducts ongoing monitoring and reallocation based on suitability and changes in underlying investments. When advising on retirement account rollovers, the firm acknowledges ERISA/IRC fiduciary duties and offers implementation assistance at a client’s request.

The brochure discloses that Legacy sponsors a wrap-fee Managed Accounts Program that bundles advisory fees with brokerage and trading costs and that the firm receives a portion of the wrap fee—an arrangement that is uncommon among similarly sized supported firms; the firm also states it does not manage wrap accounts differently than non-wrapped accounts. Legacy manages roughly $403 million in client assets with a three-advisor team, offers prime brokerage access for qualifying clients for certain fixed-income transactions, and discloses potential conflicts from insurance commissions and rollover incentives along with policies intended to address those conflicts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Fixed

Financial planning fixed fees (amounts negotiated)

Percentage

$0 - $3,000,000: 1.50% $3,000,000.01+: Negotiable

Commissions

Commissions earned on insurance products sold by advisory representatives

Project-based

Financial planning hourly rate approximately $325/hour

Other

Account minimum: $25,000 Fee-only: Asset-based fees, payable monthly or quarterly, calculated on market value of account; Financial planning fees at approximately $325/hour or fixed fee (both negotiable)

Main office location

Legacy Investment Partners, LLC

6240 West 135 Th Street, Suite 175

Overland Park KS 66223, United States

Number of offices

Most active in

Kansas · Missouri · North Carolina · Texas · Washington

Disclosures

Business activities & affiliations

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.

Lawyer

They provide legal services, typically billed separately.

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 913-696-1550

Advisors at this firm

Brenda B

Series 63, Series 65

Overland Park, KS

Legacy Investment Partners, LLC

Brenda Black is a financial advisor with Legacy Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Legacy Investment Partners since 2004. In addition to her advisory role, she is an independent insurance agent for various independent insurance companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering investment supervisory services along with financial planning and 401(k) consulting. The firm employs active portfolio management based on fundamental analysis with additional cyclical and technical methods and provides ongoing monitoring and reallocation.

Options & derivatives strategies

David B

Series 63, Series 65

Overland Park, KS

Legacy Investment Partners, LLC

David Baker is a financial advisor at Legacy Investment Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations. Outside of advisory work, he operates as an independent insurance agent for various companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, providing discretionary and non-discretionary investment supervisory services, financial planning, and 401(k) plan consulting. The firm employs active portfolio management based on fundamental analysis supported by cyclical and technical methods, and it offers a wrap-fee Managed Accounts Program alongside prime brokerage access for qualifying clients.

Options & derivatives strategies

David G

CFA®, Series 65

Overland Park, KS

Legacy Investment Partners, LLC

David Goeglein is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Legacy Investment Partners, LLC since 2010, working at the Overland Park, KS firm which he helped develop over a 16-year tenure. Legacy Investment Partners primarily serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering discretionary and non-discretionary investment supervisory services along with financial planning and 401(k) plan consulting. The firm uses an active portfolio management approach grounded in fundamental analysis, supplemented by cyclical and technical techniques, and manages roughly $403 million in client assets across a three-advisor team.

Options & derivatives strategies

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