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Legacy Portfolio Advisors, LLC

Headquartered in AUSTIN, TX

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Firm Information

Legacy Portfolio Advisors, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals. They also offer consulting services. The firm has two licensed agents, two investment adviser representatives, and two investment advisory functions.

Legacy Portfolio Advisors, LLC

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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.

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other

Consulting fees

Branch Locations (1)

LEGACY PORTFOLIO ADVISORS, LLC has a total of 1 branch locations across the country.
location

AUSTIN, TX

Advisors at Legacy Portfolio Advisors, LLC

View All 2 Advisors
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Jerry Jasper Mikus

RA

AUSTIN, TX

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John Maurits Dapper

RA

AUSTIN, TX

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Disclosures

There are no public disclosures for Legacy Portfolio Advisors, LLC.

Frequently Asked Questions (5)

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