Legacy Financial is a registered investment advisor founded in 2026 and based in Moorefield, West Virginia, owned and operated by Rachel S. Schetrom. Legacy Financial provides personalized financial planning and portfolio management services for individuals, families, and small businesses. The firm builds investment portfolios primarily using mutual funds, individual stocks, bonds, exchange-traded funds, unit investment trusts, and options. Legacy Financial emphasizes long-term investment strategies focused on asset allocation, diversification, quality, and value. Clients can place restrictions on certain asset classes or types of securities if they wish. In addition to managing investments, Legacy Financial offers financial planning tasks on an hourly basis. The firm operates on a fee-only basis and does not accept compensation for selling investment products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges from 0.50% to 2.00% depending on the size and complexity of the client's account.