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Legacy Financial

Headquartered in FRONT ROYAL, VA

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Firm Information

Legacy Financial is an investment advisor with 1 investment adviser representative and 1 investment advisory function. They manage $2,898,756 in regulatory assets under management for 50 individuals other than high-net-worth individuals. The firm provides financial planning and portfolio management for individuals.

Legacy Financial

$2.90M

Assets Under Management

Not reported

Total Clients

1

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 FINANCIAL has a total of 1 branch locations across the country.
location

Front Royal, VA

Advisors at Legacy Financial

View All 1 Advisors
Unclaimed
Steven Allen Schetrom

RA

Front Royal, VA

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Disclosures

There are no public disclosures for Legacy Financial.

Frequently Asked Questions (5)

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