Legacy Advisory Group Inc is a registered investment advisor based in Santa Ana, California, founded in 2023 by Brandon W Boyd. The firm provides ongoing portfolio management services tailored to each client's individual goals, time horizon, risk tolerance, and tax situation. Legacy Advisory Group creates a personalized investment policy statement for every client and manages portfolios using a mix of fundamental analysis, modern portfolio theory, technical analysis, and other strategies. The firm offers advisory services directly as well as through programs sponsored by LPL Financial, including asset management platforms and professionally managed mutual fund programs. Legacy Advisory Group generally limits its advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, exchange-traded funds, and private placements. In addition to investment management, certain professionals associated with the firm also offer outside services including tax preparation, accounting, insurance products, and commission-based securities sales through a broker-dealer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% for general portfolio management, and up to 2.50% for LPL Financial sponsored advisory programs. Fees are negotiable.