Legacy Partners Financial Group, LLC

RIASEC Registered

Total AUM

$95M

Discretionary

$95M

100% of AUM

Avg account

$279K

Accounts

340

Employees

Advisory reps

Firm details

Headquarters: Woodstock, Georgia
CRD number: 137025
Website: www.legacypartnersgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.37%
Individuals6.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Legacy Partners Financial Group, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance product distribution; its business activities include brokerage of insurance and other financial products alongside advisory services. Advisory offerings span financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm reports a fee structure that includes percentage-of-AUM fees and fixed fees.