Affiliations

The Charles Schwab Corporation

Fact Sheet

 

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.

Advisory services offered through Legacy Road, LLC, a Registered Investment Advisor.  Comprehensive Advisor and Legacy Road, LLC are not affiliated.  Comprehensive Advisor and its representatives do not provide tax or legal advice.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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