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).
Total Assets Under Management58MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$8,220,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.