Legacy Private Client Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Legacy Private Client Services (the d/b/a of Rosen Group Private Wealth Management, LLC) provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals and to other investment advisers. The firm prepares an Investment Policy Statement for each client, documents risk tolerance and time horizon, and offers regular portfolio monitoring with no stated account minimum.
Investment decisions are made under discretionary authority using fundamental analysis and a long-term trading orientation, with an emphasis on asset allocation, asset selection, and documented risk tolerance. LPCS generally recommends mutual funds, ETFs, fixed income, non‑U.S. securities, private placements and—primarily—real estate funds, and states its intent to act in accordance with fiduciary duties when allocating opportunities among clients.
What distinguishes the firm from many peers is its cross-border corporate and operating structure and its recent formation in May 2024; it reported zero discretionary assets under management as of December 2025, indicating an early-stage advisory practice. LPCS also requires clients to use a specified institutional custodian (Schwab Institutional), maintains a written Code of Ethics, and provides quarterly custodian and firm reports to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000 - And Up: 0.50%
Most active in
Florida
Also doing business as
Legacy Private Client Services · Legacymed Advisors · Rosen Group Private Wealth Management, 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.
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