Legal Advantage Investments, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 118131
- Registered since
- July 23, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.63%
- Charitable Organizations1.55%
- Individuals0.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legal Advantage Investments, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2020. The firm works primarily with individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm does not identify as 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
- Exchange Traded Equities77%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities6%
- Public Funds/Mutual Funds2%
- Other2%
Contacts
2 of 2
David Spector
Founder and PresidentCRD 2303120
Karen Ammer
Corporate SecretaryCRD 6927729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$8M in ETFs
100%
$8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $6.3M | 16,703 | 77.73% |
Location
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Location
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Headquartered in , null.
- Office locations
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