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Legacy Knight MFO, LLC

Headquartered in DALLAS, TX

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Firm Information

Legacy Knight MFO, LLC is a registered investment adviser based in Dallas, Texas. The firm provides investment advisory services to individuals, families, and pooled investment vehicles, including family offices, foundations, and trusts. Legacy Knight specializes in financial planning, wealth management, and multi-family office services. They also offer human capital legacy services and philanthropic services. The firm manages approximately $1.26 billion in assets.

Legacy Knight MFO, LLC

400 S. RECORD STREET

DALLAS, TX 75202

$1.26B

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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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.

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human capital legacy services and philanthropic services

Human capital legacy services and philanthropic services

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

LEGACY KNIGHT MFO, LLC has a total of 1 branch locations across the country.
location

DALLAS, TX

Advisors at Legacy Knight MFO, LLC

View All 2 Advisors
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Cullen O'brien Crombie

RA

DALLAS, TX

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Matthew Robert Ogle

RA

DALLAS, TX

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David Patterson Sawyer

RA

DALLAS, TX

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Disclosures

There are no public disclosures for Legacy Knight MFO, LLC.

Frequently Asked Questions (6)

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