Legacy Edge Advisors

Legacy Edge Advisors, LLC is a financial advisory firm based in Syosset, NY, established in August 2023. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment planning, life insurance, tax concerns, retirement planning, and more. Legacy Edge Advisors requires discretionary authority from clients to make investment decisions in accordance with fiduciary duties. The firm charges an annual fee up to 2.50% for asset management services, with fees based on the client's account value. Financial planning fees range from $2,000 to $25,000 for fixed fees and $200 to $500 per hour for hourly fees. Clients have the option to terminate agreements within five business days for a full refund. Legacy Edge Advisors does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and trusts with no minimum account size. The firm uses fundamental, modern portfolio theory, quantitative, and technical analysis in their investment strategies, with a focus on long-term trading, short-term trading, margin transactions, and options trading. Legacy Edge Advisors does not aggregate client securities for trading and provides monthly account reports to clients. The firm does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. Legacy Edge Advisors has no financial conditions impairing its ability to meet contractual commitments and has not been subject to bankruptcy petitions in the last ten years.