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Legacy Financial Advisors, Inc.
Covington, Kentucky
5.0
3 Reviews
Legacy Financial Advisors, Inc. is a prominent local investment advisory firm based out of Covington, KY. With one office in the area, Legacy Financial Advisors, Inc. has established itself as a trusted financial partner within the community. Boasting a team of 20 highly skilled professionals, including 10 dedicated investment advisors, they deliver comprehensive financial solutions to a diverse range of clients.
With an average of $98,760,000 in assets under management per investment advisor, Legacy Financial Advisors, Inc. maintains a competitive position in the industry. Their compensation structure encompasses various types, ...see more
Assets Under Mgmt
$987.6M
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Legacy Financial Advisors, Inc.
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