L
Legacy Partner Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,000,000
Clients
104
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
104
Very HighAverage account size
$817,308
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
Portfolio management
Expertise
Wealth management
Active portfolio management
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 location
Legacy Partner Group
2170 Satellite Boulevard, Suite 175
Duluth GA 30097, United States
Number of offices
1
Most active in
Legacy Partner Group has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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