Legacy Investment Advisors, LLC

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Client assets under management

$30,063,461

Clients

11% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$462,515

About

Legacy provides discretionary portfolio management to both institutional and non‑institutional clients, including pension clients, and serves as a fiduciary to defined contribution plans. It also offers separate account management, SMA and sub‑advisory arrangements for other registered investment advisers, and provides financial planning on a fixed or hourly basis.

The firm’s investment approach emphasizes long‑term, disciplined, systematic processes driven primarily by top‑down global macro quantitative analysis complemented by fundamental research, applied across broadly diversified global macro asset allocation strategies. Legacy actively manages portfolios to balance risk and return, documents client objectives in Investment Policy Statements, and conducts regular reviews with quarterly reporting and performance attribution.

Notable aspects of Legacy’s practice include its affiliation with Sturdivant & Co., Inc., an affiliated broker‑dealer that provides execution and research and for which some Legacy advisers are also registered representatives, a relationship the brochure addresses with specific policies to mitigate conflicts. The firm’s focus on institutional pension/plan relationships — client types that are relatively uncommon among peers — and its stated policy of not accepting performance‑based fees are also highlighted in the brochure.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Fixed

Fixed fees for financial plans from $300 to $10,000

Percentage

$0 - $5 million: 1.00% annually $5 million - $10 million: 0.60% annually $10 million - $20 million: 0.50% annually $20 million - $40 million: 0.40% annually $40 million+: Negotiable $0 - $250,000: 1.50% annually $250,000 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.85% annually $5,000,000+: 0.80% annually

Commissions

Commissionable products may be offered but are not required; potential conflict disclosed

Project-based

$300 per hour for financial plans and financial planning

Other

Account minimum: $50,000 Fee-only: Fixed fees for financial plans range from $300 to $10,000; Hourly fee $300/hour

Main office location

Legacy Investment Advisors, LLC

603 Sheppard Road

Voorhees NJ 08043, United States

Number of offices

Most active in

Delaware · Maryland · New Jersey · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

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

Is not active or affiliated with:

Insurance agent

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

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 856-751-7909

Advisors at this firm

Louis F

Series 63, Series 65

Voorhees, NJ

Legacy Investment Advisors, LLC

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.

Active portfolio management Options & derivatives strategies Real estate investing

Harvey D

Series 63

Voorhees, NJ

Legacy Investment Advisors, LLC

Harvey Dekrafft is a financial advisor at Legacy Investment Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Atlantic Equity Research, LLC and Sturdivant & Co., Inc. He has been with Legacy Investment Advisors since 2008 in various capacities. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including defined contribution plans and state and municipal government clients. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis and fundamental research, managing accounts primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies Real estate investing

Mitchell P

CFA®, Series 63, Series 65

Voorhees, NJ

Legacy Investment Advisors, LLC

Mitchell Pinheiro is a CFA® charterholder with 40 years of industry experience. He is currently with Legacy Investment Advisors, LLC and Sturdivant & Co., Inc., where he has worked since 2019. His prior experience includes roles at Costello Asset Management, Inc., Wunderlich Securities, Inc., and a period of self-employment. Legacy Investment Advisors, LLC provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using top-down quantitative analysis alongside fundamental research, managing accounts primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies Real estate investing

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