LegacyBridge Wealth Management, LLC

LegacyBridge Wealth Management is a small advisory firm that provides financial planning, pension consulting to employee benefit plans, and selection-of-advisers services that direct clients to third‑party managers. It serves individuals and high‑net‑worth clients and, like most peers, generally charges advisory fees based on a percentage of assets under management; the firm reports two advisors, seven clients, $3.507 million in discretionary AUM and approximately $19.4 million in assets under advisement.

The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading orientation, and it typically implements strategies using mutual funds, equities, ETFs, fixed‑income securities, REITs and TIPS. In practice LegacyBridge often places client assets with third‑party advisers (noting a relationship with SS&C Black Diamond) and operates with discretionary trading authority while directing clients to custody at a specified broker‑dealer.

Noteworthy aspects disclosed in the brochure include affiliations with a law firm and an affiliated insurance agency, and that the firm’s principal engages in legal and insurance activities — arrangements the firm acknowledges can create conflicts of interest when insurance or legal services are recommended. The brochure also discloses fee‑sharing with third‑party advisers, potential receipt of research or other soft‑dollar benefits from custodians, and policies the firm uses to disclose and document those conflicts.