What we do
One practice. Six disciplines.Coordinated by design.
Legacy Folios provides comprehensive wealth management across six coordinated practice areas. Everything flows from the same plan, the same team, and the same client-first standard.
01 / Advisory
Investment Management
02 / Advisory
Financial Planning
03 / Advisory
Tax Planning
04 / Advisory
Estate & Legacy
05 / Advisory
Retirement Income
06 / Risk
Risk Management
How We're Compensated
Advisory Services: Legacy Folios charges a percentage of assets we manage on your behalf, billed on a recurring basis as disclosed in our Form ADV Part 2A. We do not receive commissions, kickbacks, or revenue sharing from investment products on the advisory side.
Insurance Solutions: When clients implement insurance recommendations through Legacy Folios, we receive commissions from the insurance carriers directly, not from the client. This is separate from our advisory fee and is disclosed openly before any policy is placed.