Family Legacy, Inc.

RIASEC Registered

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$580K

Accounts

650

Employees

Advisory reps

Firm details

Headquarters: Greenville, South Carolina
CRD number: 110945
Registered since: August 15, 1995
Website: www.familylegacyinc.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI63.9%
Charitable Organizations15.36%
Individuals15.1%
Pension & Profit Sharing Plans4.9%
Corporations / Businesses0.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Family Legacy, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1995. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Its fee model combines percentage-of-AUM billing with fixed fees. Investment activity tilts toward publicly traded equities — the firm’s filings highlight a preference for exchange-traded securities — while advisory services also incorporate mutual funds and selected alternative allocations. Family Legacy maintains industry relationships with accountants and insurance companies that appear to support its planning and implementation work.