Legacy Advisors, LLC

Legacy Advisors serves individuals — including high‑net‑worth clients — as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, and selection and oversight of third‑party managers.

Legacy tailors advice and portfolios to each client’s objectives and risk tolerance, drawing on fundamental and technical analysis and a mix of mutual funds, ETFs, independent managers and, where suitable, private funds and derivative strategies. It provides ongoing monitoring and rebalancing, combines related household accounts for fee breakpoints when appropriate, and offers comprehensive planning on retainer or hourly engagements.

Distinctive aspects disclosed in the brochure include a multi‑billion dollar asset base concentrated across a relatively small client roster (leading to larger average account sizes) and a history of using outsourced platforms and sub‑advisors, including legacy allocations to a Betterment program that is no longer open to new clients. The firm’s personnel are also registered with an affiliated broker‑dealer and licensed as insurance agents, and Legacy may act as trustee for certain client accounts — arrangements the firm notes may create conflicts and are addressed through disclosures and internal policies.