Legado Wealth Management LLC

Legado Wealth Management offers customized investment management and financial planning services tailored to each client's individual needs and goals. Legado Wealth Management operates as a registered investment advisor and acts in your best interest as a legal fiduciary. The firm builds long-term portfolios using fundamental analysis and can manage your assets on a discretionary or non-discretionary basis, meaning they can make trades on your behalf or consult with you first depending on your preference. In addition to managing investments, Legado Wealth Management provides financial consulting and planning services either on an hourly basis or through fixed-fee engagements. The firm does not have a strict minimum account size to establish a relationship, though specific investment strategies may have their own minimums.