LEGACY SOLUTIONS, LLC - Financial Advisor in Pennsylvania, Kennett Square

Tel: 610-444-9920 206 N Union St Kennett Square, Pennsylvania 19348

About LEGACY SOLUTIONS, LLC

LEGACY SOLUTIONS, LLC is a Kennett Square, Pennsylvania based financial advisory firm with nearly $163,923,630 in assets under management and provides investment advisory services for 613 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

323360

Firm SEC#:

801-126819

Assets Under Management:

$163,923,630

No. of Clients:

613

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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