Legacy Capital Wealth Partners, LLC

Legacy Capital Wealth Partners, LLC is a registered investment advisor established in February 2018, offering holistic financial planning and investment advisory services to individuals, families, trusts, businesses, and retirement plans. The firm acts as a fiduciary, prioritizing loyalty and fairness to clients. Investment management services include discretionary and non-discretionary strategies, with a focus on customized portfolio management using various investment vehicles. Legacy Capital primarily employs fundamental analysis and long-term investment strategies. The firm's fee structure is negotiable, typically ranging from 0.50% to 1.50% annually based on assets under management. Financial planning services are offered for a fixed fee, with a range of $2,500 to $10,000. Legacy Capital manages approximately $1.3 billion in client assets, with a minimum balance requirement of $500,000. The firm does not charge performance-based fees, and clients retain control over voting their securities. Legacy Capital does not vote proxies on behalf of clients and does not have custody of client accounts. The firm does not compensate for client referrals and has no financial conditions impairing its ability to meet contractual commitments. Legacy Capital has not been subject to bankruptcy petitions. For more information, visit www.adviserinfo.sec.gov using the firm's CRD# 291960.