Legacy Advisory Services, LLC is an Exton, Pennsylvania-based registered investment advisor founded in 2008. The firm specializes in continuous investment management, crafting portfolios tailored to each client's specific preferences, financial situation, and risk tolerance using a tactical asset allocation strategy. Legacy Advisory Services employs both fundamental and technical analysis, providing guidance across a broad range of investments including stocks, bonds, mutual funds, exchange-traded funds, options, and variable annuities. In addition to portfolio management, the firm offers financial planning services and hourly consulting. The firm operates with the authority to make trades without asking first, always acting legally in the client's best interest. Legacy Advisory Services maintains its primary custodian relationships with firms such as Charles Schwab and Altruist.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are generally not negotiable, though the firm reserves the right to negotiate under certain circumstances.