Legacy Road LLC
Headquartered in Los Angeles, CA, Legacy Road LLC was founded in 2011 and is a State registered investment adviser.
Legacy Road LLC is a fee-only investment management firm. The firm does not sell securities on a commission basis. They do not act as a custodian of client assets and the client always maintains asset control. Think of Legacy Road LLC as the behind-the-scenes support for our firm with the following responsibilities:
- Approving and monitoring your account(s)
- Determining the suitability of the investments in our account(s) based on information you provided to us
- Responding to any questions or inquiries related to your account(s) if your advisor is unavailable.