A complete list of active advisors currently associated with Legacy Investment Partners, LLC
Warmer can help you find a great advisor at Legacy Investment Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Legacy Investment Partners, 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 |
|---|---|---|
Overland Park, KS
| 24
| |
Overland Park, KS
| 25
| |
Overland Park, KS
| 15
|
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