Legacy Folios

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Client assets under management

$69,979,594

Clients

33% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,166,327

About

Legacy Folios provides discretionary portfolio management to individuals and high‑net‑worth individuals, creating an Investment Policy Statement for each client and monitoring portfolios on an ongoing basis. The firm reports roughly $70 million in discretionary assets across about 60 client relationships and does not maintain an account minimum.

Investment decisions are guided by modern portfolio theory and a long‑term trading horizon, with a primary emphasis on mutual funds and supplemental use of ETFs (including precious‑metal ETFs), equities, fixed income, REITs and Treasury inflation‑protected securities where appropriate. The adviser documents client risk tolerances in each IPS, seeks fair allocation of investment opportunities across accounts, and implements trading under discretionary authority.

Distinctive features include a solo‑advisor structure with relatively high assets per client and a requirement that client accounts be held at Schwab Institutional, which gives the firm access to Schwab’s institutional trading, research and other services and the potential for soft‑dollar benefits. The firm does not participate in wrap or performance‑based fee programs and states that clients may not impose investment restrictions based on values or beliefs.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Real estate investing

Fee options

Percentage

$0 - $250,000: 0.60% $250,001 - $1,000,000: 0.50% $1,000,001 - $4,000,000: 0.40% $4,000,001+: 0.30%

Main office location

Legacy Folios

Mckinney TX, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (888) 985-6905

Advisors at this firm

Braiden S

Series 65

Mckinney, TX

Legacy Folios

Braiden Simpson is a Series 65-registered financial advisor with three years of industry experience. He is the sole advisor at Legacy Folios, where he has worked since 2026. His prior experience includes roles at Csenge Advisory Group, Peak American Financial Group, Bankers Life, and other firms. Simpson also serves as Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, creating individualized Investment Policy Statements and managing portfolios with a long-term approach based on modern portfolio theory. The firm maintains approximately $70 million in discretionary assets across around 60 client relationships and operates with no account minimum.

Wealth management Passive / index investing Real estate investing

Gary B

Series 65

Mckinney, TX

Legacy Folios

Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Wealth management Passive / index investing Real estate investing

Joseph N

Series 63, Series 65

Mckinney, TX

Legacy Folios

Joseph Nappi is a financial advisor at Legacy Folios with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup, Merrill, Bank of America, and Peak American Investment Advisors. He also serves as Chief Risk Officer for Goldlake Capital Partners. Legacy Folios is an independent firm that provides discretionary portfolio management to individuals and high-net-worth clients, focusing on long-term investment strategies guided by modern portfolio theory. The firm manages approximately $70 million in discretionary assets across 60 client relationships without an account minimum.

Wealth management Passive / index investing Real estate investing

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