Legacy Consulting Group

Legacy Consulting Group, established in 2000 and based in Plano, TX, is a registered investment adviser specializing in portfolio management, financial life planning, and consulting services. The firm manages approximately $343.9 million in discretionary assets and $12.5 million in non-discretionary assets. Clients can opt for either discretionary or non-discretionary portfolio management services, with a fee schedule based on account balances. The firm offers financial life planning services to help clients achieve their life goals and objectives, with fees varying based on the planning stage. Additionally, Legacy Consulting Group may assist clients with special projects such as estate settlement or retirement plan setup. The firm's investment strategies are rooted in rigorous analysis, combining quantitative and qualitative research to optimize longer-term outcomes. Clients' portfolios are tailored based on risk tolerance, investment objectives, and time horizon, with a focus on diversification and risk management. Legacy Consulting Group acts as a fiduciary, putting clients' interests first and disclosing any potential conflicts of interest, such as economic benefits received from third parties. Clients have the option to direct brokerage, with trade aggregation and best execution practices in place. The firm does not charge performance-based fees or provide side-by-side management services. Legacy Consulting Group does not vote client securities and does not require prepayment exceeding $1,200 per client.