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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
Assets Under Mgmt
$107.38M
Investment Professionals
3
Locations
2
% 401K & Individual
% Discretionary
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
Reviews for Legacy Solutions, Llc
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