My Legacy Advisors, Llc
Bend, Oregon
My Legacy Advisors, LLC is a distinguished investment advisory firm operating out of Bend, Oregon. With a team of 10 dedicated professionals, they offer a wide range of financial services to individuals and businesses alike. Five of their experienced advisors specialize in providing investment advisory services, boasting an average of $58,140,000 in assets under management per advisor, which aligns with the industry average. The firm prides itself on its client-centric approach, with over 300 individual clients who have entrusted them with a substantial portfolio totaling over $298,491,000 in assets under management. A notable as...
See more
Loading...

Assets Under Mgmt

$298.49M

Investment Professionals

5

Locations

1

% 401K & Individual

35%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.