SAPERSTON LEGACY ADVISORS, INC.

Overview

Saperston Legacy Advisors, Inc. is an SEC-registered advisory firm that focuses on portfolio management for individuals and small businesses while also serving institutional clients. The firm charges a mix of percentage-of-AUM fees and hourly fees and operates with both discretionary and non-discretionary mandates. Equity exposure is the primary allocation decision: exchange-traded equities make up the single largest asset class in client portfolios and the firm lists an explicit preference for equities. Saperston Legacy Advisors, Inc. does not identify as an active ESG investor and reports relationships with an accountant, an insurance company, and a real estate broker that support its advisory activity.

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Public Holdings

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Location & Offices