The Legacy Financial Group, Inc. is a small investment advisory firm based out of Tulsa, OK. With a team of 8 dedicated professionals, they specialize in providing comprehensive financial services to their clients. Four of their employees serve as investment advisors, offering expert guidance and management of their clients' investment portfolios.
The Legacy Financial Group, Inc. manages an impressive average of approximately $85,680,000 in assets under management per investment advisor, which falls within the industry average. Their compensation structure includes various types, such as a percentage of assets under management, e...
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Assets Under Mgmt
$335.7M
Investment Professionals
4
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
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