Legacy Investment Advisors is a registered investment advisor operating as a sole proprietorship in Ewa Beach, Hawaii, founded by Andrew Robinson. The firm provides portfolio management services focused on automated, active trading strategies using real-time market data, technical indicators, and artificial intelligence-assisted computing. Legacy Investment Advisors executes trades through Interactive Brokers, specializing in momentum and mean-reversion strategies applied to large-cap stocks and commodities. The firm is designed for aggressive investors seeking capital appreciation through systematic rules and active management. The firm is legally required to act in your best interest and has the authority to make trades without asking first, tailored to client risk tolerances and objectives. Legacy Investment Advisors does not offer wrap fee programs, separate financial planning services, or advice on non-securities investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are calculated monthly in arrears. Clients pay separate transaction costs and commissions to the brokerage firm.