L
Legacy Private Client Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Legacy Private Client Services provides discretionary portfolio management and subadvisory services, preparing Investment Policy Statements and executing transactions under discretionary authority. The firm’s brochure states it serves high‑net‑worth individuals and other investment advisers, but it reported no client accounts or assets under management as of December 2025.
The firm’s investment approach emphasizes fundamental analysis and a long‑term trading orientation, with typical allocations to mutual funds, fixed income, equities, ETFs, and a primary focus on real estate funds, while also using non‑U.S. securities and private placements when appropriate. LPCS operates as a fiduciary, documents client risk tolerance in IPSs, conducts monthly reviews, and delivers quarterly reporting through custodians.
Distinctive features include maintaining its principal office outside the United States, an attribute that is uncommon among peers, and a stated requirement that clients use a specific institutional custodian. The brochure also highlights the firm’s willingness to act as a subadviser to unaffiliated advisers and reflects a very small, single‑advisor operation with no reported AUM, which sets it apart from larger investment managers.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Passive / index investing
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
Legacy Private Client Services has reported serving >5 clients in these states in the last 12 months.
Florida
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.
-
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.
-
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.
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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.
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