Legacy Partners Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$95,000,000
Clients
140
75% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
140
Very HighAverage account size
$678,571
About
Legacy Partners Financial Group provides discretionary investment management, comprehensive financial planning, and retirement plan services to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate entities. The firm also works with employers to establish and manage company-sponsored retirement plans and serves as an ERISA 3(38) fiduciary manager for plan assets.
The firm implements model portfolios grounded in Modern Portfolio Theory and focuses on capital appreciation through diversified allocations across stocks, bonds, mutual funds, REITs and other non-proprietary vehicles. Investment decisions draw on a mix of fundamental, technical, cyclical and charting analysis, with ongoing supervision and periodic rebalancing; the firm reports managing approximately $95 million for roughly 140 client relationships.
Distinctive features include the principal’s activity as a licensed insurance agent who sells life, disability and annuity products through a separate practice and the firm’s disclosure that it engages in other financial product sales — activities that are relatively uncommon among similar supported firms and that generate commission-based compensation separate from advisory fees. The firm also operates affiliated college-planning businesses that offer workshops and one-on-one counseling, which is an additional service line not typical for many peers.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Insurance products sold by principal owner on commission basis through separate practice (JPF Inc).
Account minimum: $250,000 Minimum fee: New Client Set-Up Fee of $120 billed once at account opening; $90/quarter for passively managed indirect accounts; $375/quarter for actively managed indirect accounts; $375/quarter ongoing financial planning fee when assets are not managed directly Fee-only: Yes, firm offers fee-only advisory services; no commissions on investment advice.
Main office location
Legacy Partners Financial Group, LLC
123 Mill Street
Woodstock GA 30188, United States
Number of offices
1
Most active in
Legacy Partners Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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