LEGACY SOLUTIONS, LLC
Kennett Square, Pennsylvania
Legacy Solutions, LLC, a small investment advisory firm based out of Kennett Square, PA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, they offer personalized guidance to individuals seeking to grow and protect their wealth. Legacy Solutions, LLC employs a flexible compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. With over 80 individual clients, the firm currently manages an impressive $107...
See more
Loading...

Assets Under Mgmt

$107.38M

Investment Professionals

3

Locations

2

% 401K & Individual

26%

% 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
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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.