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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. 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.
Legacy Road LLC does not act as a custodian of client assets and the client always maintains asset control. TD Ameritrade and Charles Schwab are our custodians. For more information about Legacy Road LLC, review the ADV at the bottom fo the page.