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Legacy Asset Management, Inc.
Houston, Texas
Legacy Asset Management, Inc. is a small investment advisory firm based out of Houston, TX, with a solid reputation in the industry. With over 130 individual clients and a remarkable $122,116,000 in assets under management, they have established themselves as a trusted partner in helping clients navigate the complexities of the financial market.
The company's success stems from its expertise in managing employer 401Ks and individual investments, which make up approximately half of their assets under management. Legacy Asset Management, Inc. boasts a wealth of experience in this space, ensuring that their clients' financial goals ...see more
Assets Under Mgmt
$122.12M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
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
Reviews for Legacy Asset Management, Inc.
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