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LEGACY SOLUTIONS, LLC
206 N Union St
Kennett Square, Pennsylvania 19348
Tel: 610-444-9920
About LEGACY SOLUTIONS, LLC
LEGACY SOLUTIONS, LLC, formally registered with the SEC as LEGACY SOLUTIONS, LLC. The firm was established in 03/15/2023. They have over 3 offices throughout the country.
LEGACY SOLUTIONS, LLC is a Kennett Square, Pennsylvania based Financial Planning firm with nearly $163,923,630 assets under management, offering retirement planning & investment advisory services to 613 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323360 |
| SEC# | 801-126819 |
| Assets Managed by Firm | $163,923,630 |
| No. of Clients | 613 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 613 | $163,923,630 |
| Individuals (other than high net worth individuals) | 161 | $43,075,544 |
| High net worth individuals | 72 | $120,848,086 |
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