Legacy Investment Partners, LLC

Legacy Investment Partners, LLC is a Leawood-based investment advisory firm founded in 2004 and registered with the U.S. Securities Exchange Commission. The firm offers investment supervisory services on a discretionary or nondiscretionary basis, actively managing accounts with a thorough asset allocation strategy. They provide financial planning services and pension consulting, considering factors like financial situation, risk tolerance, and investment objectives. Legacy Investment Partners acts as a fiduciary for retirement plan accounts, ensuring advice is in the client's best interest. The firm manages approximately $317 million in client assets, with fees based on a tiered structure starting at 1.50% for assets up to $3 million. Financial planning fees are based on an hourly rate. Legacy Investment Partners does not charge performance-based fees and primarily serves high net worth individuals with a minimum portfolio size requirement of $25,000. The firm employs fundamental and technical analysis for investment strategies, offering long-term and short-term purchases, trading, and options use. Clients have the option for discretionary or non-discretionary accounts, with the firm not having the ability to choose the broker-dealer for transactions unless directed by the client. The firm does not provide voting advice for client securities and maintains custody of client assets with a qualified custodian. Legacy Investment Partners does not have any disciplinary events and discloses additional compensation received from insurance product sales. The firm's advisors are supervised by the Chief Compliance Officer, ensuring adherence to the firm's Code of Ethics.