A complete list of active advisors currently associated with Stone Legacy Capital LLC
Warmer can help you find a great advisor at Stone Legacy Capital LLC or one who fits your needs even better.
Stone Legacy Capital LLC is a small advisory firm serving individual and high-net-worth clients, managing about $12.4 million across roughly 73 accounts. The firm offers discretionary asset management, tiered financial planning (Silver, Gold, Platinum) and consultation services, and may implement model portfolios through Altruist’s Model Marketplace. The firm builds client-specific investment programs based on stated goals, time horizons and risk tolerance and deploys a mix of fundamental, technical, charting and cyclical analysis across long- and short-term strategies. Accounts are reviewed at least quarterly with attention to rebalancing and opportunities such as tax-loss harvesting, and the firm maintains discretionary trading authority under its advisory agreements. Distinctive aspects include affiliated insurance, tax-preparation and estate-planning businesses operated by the firm’s principal, who spends a significant portion of time on those activities and may receive commissions for insurance sales—conflicts the brochure discloses and describes how the firm manages. The firm also discloses an institutional relationship with Altruist that provides technology and other support tied to platform asset levels, and the principal holds professional credentials (ChFEBC and CFWP) noted in the brochure.
To learn more about the advisors currently working at Stone Legacy Capital 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 |
|---|---|---|
Raleigh, NC
| 0
| |
Raleigh, NC
| 6
|
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