Legacy Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,000,000
Total clients
492
2% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
246
Average account size
$123,984
About
Legacy Investment Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, overseeing roughly $61 million across close to 500 accounts. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and advises using a limited investment menu that includes mutual funds, fixed income, equities, annuities, and ETFs (including precious‑metals ETFs).
The firm combines charting, fundamental, quantitative and technical analysis and employs both long‑ and short‑term trading to implement client portfolios, with fees charged as a percentage of assets and quarterly reporting from the custodian. It typically requests discretionary trading authority and requires clients to custody assets through Schwab Institutional to execute and report trades.
A noteworthy feature is the firm’s affiliation with a law practice: one of its principals is a practicing attorney who may, outside the advisory firm, offer legal services or products to clients, a relationship the brochure identifies as a potential conflict of interest but states clients are not required to use those outside services. The firm is also notable for operating with a very small advisory team relative to its client base and for explicitly including insurance/annuity products and precious‑metals ETFs within its stated investment universe.
Client services
Expertise
Fee options
$1 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,000+: 1.25%
Main office location
Legacy Investment Advisors LLC
140 Elm
Wyandotte MI 48192, United States
Number of offices
1
Most active in
Florida · Michigan
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:
Lawyer
They provide legal services, typically billed separately.
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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")