A complete list of active advisors currently associated with Legatum Services LLC
Warmer can help you find a great advisor at Legatum Services LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Legatum Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St Augustine, FL
| 3
|
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