Legacy Bridge Private Family Offices
West Des Moines, Iowa
Legacy Bridge Private Family Offices, based out of West Des Moines, IA, is a distinguished investment advisory firm that caters to the financial needs of high net worth individuals. With over 10 individual clients and an impressive $292,562,000 in assets under management, Legacy Bridge takes pride in providing exceptional services and personalized wealth management strategies. As a small firm with three offices, Legacy Bridge offers a boutique approach to investing, ensuring a close relationship with each client. All of the assets they manage are discretionary, granting them the flexibility to make informed decisions aligned with...
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Assets Under Mgmt

$292.56M

Investment Professionals

2

Locations

2

% 401K & Individual

3%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Other: PRIVATE FAMILY OFFICE SERVICES
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