Family Legacy, Inc.

Family Legacy, Inc.

Greenville, South Carolina

5.0

3 Reviews

Family Legacy, Inc. is a highly reputable investment advisory firm based in Greenville, SC. With a team of 10 dedicated professionals, they specialize in providing top-notch investment advisory services to their clients. With an impressive average of $443,720,000 in assets under management per investment advisor, they surpass the industry average, reflecting their expertise and success in managing substantial portfolios. The compensation structure at Family Legacy, Inc. is designed to align the interests of both the firm and its clients. Advisors receive a percentage of the assets under management, ensuring their commitment to th...see more

Assets Under Mgmt

$259.94M

Investment Professionals

10

Locations

0

% 401K & Individual

27%

% Discretionary

92%

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
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other: CONSULTATION

Reviews for Family Legacy, Inc.

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