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Legacy Advisory Services, LLC

Headquartered in EXTON, PA

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Firm Information

Legacy Advisory Services, LLC is an investment advisor based in Exton, Pennsylvania. They have 3 investment advisor representatives and 2 licensed agents and manage over $131 million in assets for 341 clients. They primarily serve individuals, with a focus on high net worth individuals and those with more than $1 million in assets. They offer financial planning and portfolio management services.

Legacy Advisory Services, LLC

658 EXTON COMMONS

EXTON, PA 19341

$131.89M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LEGACY ADVISORY SERVICES, LLC has a total of 1 branch locations across the country.
location

EXTON, PA

Advisors at Legacy Advisory Services, LLC

View All 2 Advisors
Unclaimed
Adam Varrenti

RA

EXTON, PA

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Richard Stephen Wiedl

CFP®, RA

EXTON, PA

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Martin Andrew Gruszka

RA

EXTON, PA

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Disclosures

There are no public disclosures for Legacy Advisory Services, LLC.

Frequently Asked Questions (8)

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