Defining Legacy Advisors

Overview

Defining Legacy Advisors is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also operates as an insurance broker, integrating insurance solutions into client plans where appropriate. Investment activity is equity-biased: exchange-traded equities and ETFs represent the largest single asset allocation on the books. The firm acts as a capital allocator and uses both discretionary management and fee-based planning, charging a mix of percentage-of-AUM and fixed fees. Defining Legacy Advisors is not an active ESG investor and operates with a single-office, single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices