Wealth Legacy Group, Inc.

Overview

Wealth Legacy Group, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator, which includes selecting external managers for client mandates. Its advisory services extend beyond portfolio management to financial planning, selecting other advisers, publishing client-facing materials, and running educational seminars or workshops. The firm charges a mix of fee types — percentage of AUM, hourly fees, fixed fees, and performance-based fees — and maintains an industry affiliation with an insurance company. Wealth Legacy Group, Inc. does not identify as an active ESG investor and is not a multi-state adviser.

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Public Holdings

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Location & Offices