Chagrin Valley Legacy Advisors, LLC

Overview

Chagrin Valley Legacy Advisors, LLC is an Ohio-based limited liability company that provides fee-based portfolio management for individuals and small businesses and runs educational seminars and workshops. The firm is owned by an individual and bills clients as a percentage of assets under management. It is structured to operate at a local level rather than as a multi-state advisory platform. The firm’s stated activity mix focuses on direct portfolio management and client education rather than serving as a capital allocator or offering manager-of-managers services. Environmental, social and governance investing is not listed among its active practices.

Location & Offices