Legacy Chief Investment Office LLC

Legacy Chief Investment Office LLC (CRD# 171745) is a financial advisory firm headquartered in The Woodlands, TX. They manage $57,540,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Legacy Chief Investment Office LLC
Showing 1 - 1 of 1 top financial advisors.
Charles D. Donaldson
CRD#: 4640877
2002 Timberloch Place, Suite 200, The Woodlands, TX 77380

Charles Donaldson (CRD# 4640877) is an Investment Advisor Representative working at Legacy Chief Investment Office LLC in The Woodlands, TX and has over 11 years of experience in the finance industry.

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