Legacy Wealth Capital is a registered investment advisor founded in 2015 and based in California, led by Tony L. Alarcon. The firm provides discretionary investment management through separately managed accounts, focusing on equity and fixed income portfolios for long-term investors. Alongside portfolio management, Legacy Wealth Capital offers comprehensive financial planning services covering cash flow, cash management, retirement, estate planning, insurance evaluation, investment asset allocation, and college planning. The firm maintains a relationship size minimum of $250,000 for clients, though exceptions may be made on a case-by-case basis. Legacy Wealth Capital emphasizes a long-term investment strategy using opportunistic, qualitative, valuation, momentum, and trend analysis while keeping cash positions flexible based on market conditions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Legacy Wealth Capital may reduce fees at its sole discretion for assets such as bonds, non-discretionary assets, or non-profit clients. All fees are negotiable.