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...
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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
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