Legacy Financial Strategies, LLC

Legacy Financial Strategies, LLC, established in May 2000, is a registered investment advisor specializing in providing investment management services to individuals, families, and businesses. The firm offers both discretionary and non-discretionary portfolio management services, tailored to each client's needs. Legacy Next program provides streamlined investment management services using ETF model portfolios for smaller accounts. As of December 31, 2024, the firm managed over $800 million on a discretionary basis. Legacy acts as a fiduciary, obligated to act in clients' best interests. The minimum initial investment for a new advisory account is $500,000. Fees are charged based on a percentage of assets under management, with a tiered fee schedule ranging from 0.75% to 1.75%. Legacy does not charge performance-based fees. The firm uses Fundamental Analysis for investment evaluation and aims to build globally diversified portfolios to reduce risk. Clients are advised on various investment types, including equities, mutual funds, ETFs, and alternative investments. Legacy does not have any disciplinary events, and client accounts are reviewed at least annually. The firm does not vote on client securities and does not have custody of client assets. Legacy encourages clients to carefully review custodial statements.