Legacy Investment Services, LLC

Overview

Legacy Investment Services, LLC is an LLC-structured, non-independent retail registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, along with selection of other advisers. Its fee arrangements include a percentage-of-AUM component and additional fee types described as “other.” Legacy reports an affiliation with an insurance company and does not identify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices