Legacy Global Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,481,919
Total clients
63
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$277,491
About
The firm provides securities-related investment advice and services to individuals, pensions and profit-sharing plans, trusts, and other business entities, offering investment consultation, discretionary investment management, and non-discretionary investment supervisory services. It delivers ongoing reports and recommendations focused on securities-related investments including domestic and foreign equities, fixed income, exchange-traded funds, mutual fund shares, and cash equivalents.
Its investment approach emphasizes modern portfolio theory and strategic asset allocation to balance expected return and portfolio risk, and it can accommodate tactical asset allocation and concentrated-position strategies when clients request them. The brochure discloses that the firm supervises a substantially larger amount of client assets on a non-discretionary basis (approximately $14.4 million) compared with the assets it manages on a discretionary basis (roughly $642,000), so many clients retain final trading authority.
The firm is affiliated with an accounting and business-consulting entity and its adviser holds CPA and CFP credentials and is licensed to sell insurance, with those activities occurring under separate arrangements and generating separately billed services. Its combination of pension and profit-sharing plan clients, an accounting/consulting affiliate, and a predominantly non-discretionary asset base is less common among independent advisers of this type.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$200.00 per hour
Main office location
Legacy Global Management, L.L.C.
Chesapeake VA, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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