Family Legacy, Inc.

Family Legacy, Inc. is a financial advisory firm established in May 1995 and owned by Christopher A. Brown, a Certified Public Accountant and Personal Financial Specialist. The firm offers portfolio management and financial planning services, primarily managing advisory accounts on a discretionary basis. Clients include individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Family Legacy, Inc. provides individually managed accounts with a conservative investment philosophy, emphasizing high-quality stocks and other securities. Additionally, the firm offers asset allocation portfolios using mutual funds and ETFs for diversification. The minimum account size for individually managed accounts is typically $250,000, but negotiable under certain circumstances. Fees are charged based on a fixed fee schedule, with annual fees ranging from 0.75% to 1.50% depending on the account size. Family Legacy, Inc. acts as a fiduciary, obligated to act in the best interest of clients, and does not charge performance-based fees. The firm also provides retirement plan services, financial planning, and trustee services. Clients have the option to engage related entities for tax, accounting, and insurance services, but are not obligated to do so. Family Legacy, Inc. exercises investment discretion based on client objectives and risk tolerance, with periodic client communication and account reviews. The firm does not compensate others for client referrals and does not act as a custodian for client funds.