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Legacy Financial, Ltd.

Headquartered in DENVER, CO

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Firm Information

Legacy Financial, Ltd. is an investment advisor registered with the state of Pennsylvania. They manage approximately $17.4 million in assets for 118 clients, primarily individuals. The firm's advisory services include portfolio management for individuals.

Legacy Financial, Ltd.

$17.40M

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

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

DENVER, CO

Advisors at Legacy Financial, Ltd.

View All 1 Advisors
Unclaimed
Derek Michael Serlet

RA

DENVER, CO

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Disclosures

There are no public disclosures for Legacy Financial, Ltd..

Frequently Asked Questions (6)

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