Legacy Solutions, LLC
Firm details
- Headquarters
- Kennett Square, Pennsylvania
- CRD number
- 323360
- Registered since
- March 15, 2023
- Website
- www.legacysolutions.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.06%
- Individuals25.79%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Legacy Solutions, LLC is an independent, limited liability advisory firm that registered with the SEC in 2023. The firm targets individual and family clients and combines advisory work with insurance brokerage activity. Its service mix includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, advisor selection, and educational workshops. Legacy Solutions acts as a capital allocator to third-party managers, charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, and reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds83%
- Exchange Traded Equities12%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Ciara Price
Partner & Chief Operating OfficerCRD 5716356
Contacts
3 of 3
Jeffrey Hall
PartnerCRD 4836089
Daniel Danese
Managing PartnerCRD 1370644
Angela Stewart
Financial Advisor and Registered RepresentativeCRD 2580018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$171M in ETFs
46%
$79.3M
29%
$91.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $20.7M | 230,851 | 12.12% |
Location
Kennett Square, PA
Chester
Location
Kennett Square, PA
Headquartered in Kennett Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 206 N Union St
- Time zone
- ET (UTC-5)
- Office locations
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