Legacy By Design
Legacy By Design (CRD# 144863) is a financial advisory firm headquartered in Chico, CA. They manage $992,735 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy By Design
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts8ACCOUNTS
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Average Account Value$124,092
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Legacy By Design
No Advisor Found.
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