Legacy Family Office, LLC
Firm details
- Headquarters
- Estero, Florida
- CRD number
- 147160
- Website
- www.legacyfamilyoffice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI97.45%
- Charitable Organizations2.25%
- Individuals0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Family Office, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, operating on a fixed‑fee model. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities37%
- State & Local Bonds5%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Tamara Surratt
President, CEOCRD 4371065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Estero, FL
Lee
Location
Estero, FL
Headquartered in Estero, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 9990 Coconut Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Mutual Trust Advisory Group
RIAEstero, FL
Pruitt Richmond Wealth Management LLC
RIAEstero, FL
R.E. Snow Private Wealth Management Group, LLC
RIAEstero, FL
Cela Wealth Management
RIAMiami, FL
Double Diamond Investment Group, LLC
RIADelray Beach, FL
Crossplan Money Management
RIASeminole, FL