Legacy Financial Advisors, LLC
Legacy Financial Advisors, LLC (CRD# 142440) is a financial advisory firm headquartered in Hattiesburg, MS. They manage $10,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$100,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Michael James (CRD# 1831422) is an Investment Advisor Representative working at Legacy Financial Advisors, LLC in Hattiesburg, MS and has over 12 years of experience in the finance industry.