Legacy Partner Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Partner Group provides fee-based, discretionary portfolio management and custom investment services to high‑net‑worth individuals, trusts, estates, charitable organizations, corporations and institutional clients, overseeing about $85 million in discretionary assets across roughly 104 client relationships. The firm is a state‑registered independent advisory practice formed in 2025 and tailors portfolios to client objectives through written investment agreements.
The firm’s investment approach emphasizes a tactical allocation strategy using fundamental and cyclical analysis to manage risk and seek improved performance, employing a wide array of securities and occasionally using margin or cash positions as hedges. Accounts are managed on a discretionary basis, reviewed at least quarterly or upon material client changes, and fees are billed on a blended, asset‑based schedule deducted quarterly in advance.
Distinctive features include the acceptance of institutional clients alongside private clients and an absence of lower‑net‑worth individual retail clients, a client mix that is uncommon among similar solo independent advisers. Legacy uses an institutional custody and execution relationship with Schwab for trade execution and back‑office support and discloses a resolved industry censure from the mid‑1990s in its regulatory history.
Client services
Expertise
Fee options
$0 - $100,000: 1.10% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.45%
Fee-only: Annual management fee based on tiered blended schedule from 1.10% to 0.45%, payable quarterly in advance.
Main office
2170 Satellite Boulevard, Suite 175
Duluth GA 30097
Advisors at this office
1
Most active in
Georgia
Also doing business as
Legacy Partner Group · Legacy Partner Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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
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