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
Loading...

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
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.