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Legatum Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Legatum Services provides investment supervisory services and financial planning to a range of clients including pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and small businesses. The firm delivers ongoing asset management and consulting on a fee basis and does not participate in wrap fee programs.
Investment strategies are tailored to each client using a documented risk analysis and Investment Policy Statement, and may include long‑ and short‑term purchases, trading and option strategies informed by fundamental, technical and cyclical analysis. The firm offers discretionary portfolio management while also accommodating client‑directed accounts (flagged as non‑discretionary and unsolicited) and relies on third‑party custodians for trade execution and reporting.
Noteworthy features include an explicit practice of serving charitable organizations and offering financial planning on an hourly basis, and disclosures that some representatives maintain affiliations that could involve insurance product sales. The firm generally does not vote client proxies (clients receive proxy materials from custodians) but will provide proxy voting assistance on request, with any conflicts disclosed.
Client services
Portfolio management
Expertise
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Fee options
Negotiable fixed fee up to $2,500 for financial planning services
$0 - $250,000: 2.50% annually $250,001 - $500,000: 2.50% annually $500,001 - $1,000,000: 2.50% annually $1,000,001 - $2,500,000: 2.50% annually $2,500,001 - $5,000,000: 2.50% annually $5,000,001+: 2.50% annually
$250 per hour
Fee-only: Fixed fees up to $2,500 based on complexity; Hourly fee of $250 per hour
Main office location
Legatum Services LLC
4475 Us 1 South Suite 207
St Augustine FL 32086, United States
Number of offices
1
Most active in
Legatum Services LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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.
Is not active or affiliated with:
-
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.
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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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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