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Legacy Investment Strategies, LLC

Headquartered in METAIRIE, LA

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Firm Information

Legacy Investment Strategies, LLC is an investment advisor with 9 investment advisory professionals, registered in the state of Florida. The firm manages $78.63 million in assets for 345 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm offers portfolio management for individuals and selection of other advisers.

Legacy Investment Strategies, LLC

$78.63M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your 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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percentage of assets

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

Branch Locations (4)

LEGACY INVESTMENT STRATEGIES, LLC has a total of 4 branch locations across the country.
location

La Palma, CA

location

BATON ROUGE, LA

location

Metairie, LA

location

Hagerstown, MD

Advisors at Legacy Investment Strategies, LLC

View All 7 Advisors
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David Matthew Collins

RA

METAIRIE, LA

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Derek Robert Thomsen

CFP®, RA

La Palma, CA

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Keith Ryan Gunther

RA

La Palma, CA

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James William Olsen

CFP®, RA

METAIRIE, LA

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Eric Fenlason

CFA®, RA

METAIRIE, LA

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Marc Ray Derouen

RA

BATON ROUGE, LA

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Unclaimed
Chad Michael Tusa

RA

METAIRIE, LA

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Disclosures

There are no public disclosures for Legacy Investment Strategies, LLC.

Frequently Asked Questions (8)

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