Legacy Capital Partners provides personalized investment management and financial planning services to individuals. Harrison Self founded the firm and serves as the sole principal owner. Legacy Capital Partners manages portfolios on a discretionary basis, meaning the firm makes trades on your behalf without needing to ask permission for each transaction. Investment strategies incorporate fundamental analysis and diversified holdings across equities, fixed income, exchange-traded funds, and options. In addition to managing your portfolio, Legacy Capital Partners offers financial planning and consulting services to review your financial goals, income needs, and existing accounts, such as annuities. The firm works primarily with individual investors and has specific account minimums depending on the type of account you open.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Equities and options are charged at 1.5% per year, fixed income at 1.0% per year, and blended portfolios are a weighted average not to exceed 2.0%. Fees are negotiable in certain circumstances.