Chagrin Valley Legacy Advisors is an investment advisory firm founded in January 2026 and wholly owned by Jordan Rodriguez. Operating out of Beachwood, Ohio, Chagrin Valley Legacy Advisors provides discretionary investment management services to individuals, high-net-worth individuals, trusts, estates, businesses, and pension plans. The firm builds customized portfolios utilizing exchange-traded funds, individual stocks and bonds, mutual funds, options, real estate investment trusts, annuities, and government securities, with a philosophy emphasizing value, quality, disciplined risk management, and downside protection. Chagrin Valley Legacy Advisors also offers business consulting services to help business owners navigate various stages of a company's lifecycle, including enterprise value discussions and exit planning strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Asset management fees are charged in advance of each calendar quarter (and billed monthly) and will not exceed an annual rate of 1.25%. Specific fees and terms are detailed in the advisory agreement.