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David Patterson Sawyer

Legacy Knight MFO, LLC

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About David Patterson Sawyer

David Patterson Sawyer is a registered Investment Advisor Representative with Legacy Knight MFO, LLC in Dallas, TX. David has been a registered Investment Advisor since December 2020. David has worked in the financial industry since January 2013 and has a Series 65 license. David's experience includes working for the U.S. Senate, Jobs, Growth, and Freedom Fund, Cruz for President, and CAZ Investments LP.

Firm Information

David Sawyer is currently registered with Legacy Knight MFO, LLC. 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.

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David Sawyer’s Registration & Firm History

TX

12/02/2020 - Present

Legacy Knight MFO, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 09/01/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Patterson Sawyer.
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