Legatum Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
Legatum Services provides investment supervisory services and financial planning to a range of clients including pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and small businesses. The firm delivers ongoing asset management and consulting on a fee basis and does not participate in wrap fee programs.
Investment strategies are tailored to each client using a documented risk analysis and Investment Policy Statement, and may include long‑ and short‑term purchases, trading and option strategies informed by fundamental, technical and cyclical analysis. The firm offers discretionary portfolio management while also accommodating client‑directed accounts (flagged as non‑discretionary and unsolicited) and relies on third‑party custodians for trade execution and reporting.
Noteworthy features include an explicit practice of serving charitable organizations and offering financial planning on an hourly basis, and disclosures that some representatives maintain affiliations that could involve insurance product sales. The firm generally does not vote client proxies (clients receive proxy materials from custodians) but will provide proxy voting assistance on request, with any conflicts disclosed.
Client services
Expertise
Occupation focus
Fee options
Negotiable fixed fee up to $2,500 for financial planning services
$0 - $250,000: 2.50% annually $250,001 - $500,000: 2.50% annually $500,001 - $1,000,000: 2.50% annually $1,000,001 - $2,500,000: 2.50% annually $2,500,001 - $5,000,000: 2.50% annually $5,000,001+: 2.50% annually
$250 per hour
Fee-only: Fixed fees up to $2,500 based on complexity; Hourly fee of $250 per hour
Main office
4475 Us 1 South Suite 207
St Augustine FL 32086
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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