Legacy Partners

Wealth Management Firm in Mission Viejo, CA

Firm Info
Address: 27101 Puerta Real, Mission Viejo, CA 92691, USA
Phone: (949) 367-0910

Firm Size
Assets Under Management: $1.1 billion
# of Advisors: 3
# of Clients: 9
Client to Advisor Ratio: 3:1
Average Account Size: $116.9 million
# of Offices: 1

Services Offered
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Pooled Investment Vehicles

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Legacy Partners, LLC Overview

Legacy Partners, LLC is a Fee Only registered investment advisory firm that has been providing investment advice since 2011. Headquartered in Los Angeles, California, the firm specializes in portfolio management of pooled investment vehicles. As a Fee Only firm, Legacy Partners does not receive any compensation from the sale of financial products, ensuring their advice is always in the client's best interest. Their investment advice only registration further reinforces their commitment to providing unbiased and objective guidance to their clients. At Legacy Partners, clients can trust that their investment needs will be met with utmost professionalism and expertise. The team of advisors has a wealth of experience in managing pooled investment funds, which allows them to design investment strategies tailored to the unique goals and objectives of their clients. Overall, Legacy Partners, LLC is an investment advisory firm that is dedicated to ensuring their clients' success through sound investment strategies and unparalleled service. Their expertise and experience in managing pooled investment vehicles make them a reliable partner for anyone looking to grow and protect their wealth.

Legacy Partners, LLC prides itself on accommodating a diverse range of clients. The firm primarily caters to pooled investment vehicles, who come from a variety of backgrounds and industries. These clients trust Legacy Partners, LLC to manage their investments wisely and ensure their financial success. But the firm's services don't stop there. Legacy Partners, LLC also serves individual and institutional investors, each with their own unique needs and goals. Whatever the client's investment needs may be, Legacy Partners, LLC is equipped to handle them with the utmost care and expertise. When it comes to fees, Legacy Partners, LLC offers a variety of fee structures depending on the services provided. Their most common fee structure is a percentage of AUM, which is the total amount of money managed by the firm on behalf of the client. This fee structure ensures that the firm is incentivized to grow the client's investment portfolio, as their pay is directly tied to the amount of money being managed. However, they also offer performance-based fees, which are fees that are only paid if the firm meets certain predetermined benchmarks or goals. This type of fee structure aligns the interests of the client and the firm, as both parties are motivated to achieve the same objective. Overall, Legacy Partners, LLC is committed to creating fair and transparent fee structures that benefit both the client and the firm.

Typical Clients, Fee Structures & Investment Minimum

According to the note in LEGACY PARTNERS, LLC's Part 2 Brochure, the minimum investment sizes in their Funds are specified in the Funds' offering documents. Therefore, there is no clear indication of the investment minimum for LEGACY PARTNERS, LLC in their Part 2 Brochure. Interested investors can find out the minimum investment required by referring to the offering documents of the particular Fund they wish to invest in.

How This Office Can Help Mission Viejo, CA Residents

Legacy Partners is a financial planning firm that provides clients in Mission Viejo, CA with personalized solutions to their financial goals. The company offers a wide range of services including tax planning, investment management, retirement planning, estate planning, and risk management. Living in Mission Viejo, CA, individuals may face various financial challenges, such as high cost of living expenses, property taxes, and retirement planning. Legacy Partners' team of experienced financial advisors understand the unique financial situations of Mission Viejo residents and can offer tailor-made solutions to help them secure their financial future. They work closely with each client to understand their financial goals and develop a plan that is specifically tailored to their needs. The company also provides ongoing financial education and assistance to help clients make informed financial decisions and achieve their goals. Whether someone is looking to save for retirement or protect their assets, Legacy Partners is committed to providing exceptional financial planning services to clients in Mission Viejo, CA.

To view the Minimum Investment and Fee Schedule for Legacy Partners, LLC, visit their Part 2 Brochure.

Services Offered by Legacy Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Legacy Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients


This Office Location

Firm location 27101 Puerta Real, Mission Viejo, CA 92691, USA
Phone (949) 367-0910
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1999 AVENUE OF THE STARS, SUITE 3150, LOS ANGELES, CA 90067, United States

This firm has no other locations.

State Registrations

Legacy Partners, LLC is registered to service clients in the following states:

  • California

Disciplinary History

Legacy Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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