$13.7M Total AUM
$13.7M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 10-19-2017
- Office Locations
- 1
Office Locations
-- Folsom CA
About Legacy Builders Financial, LLC
Legacy Builders Financial is a fee-only, CFP-led RIA founded in 2017 by former Morgan Stanley and Charles Schwab advisor Charles Ho. The firm helps individuals and families clarify goals, build multi-generation legacy plans, and stay on track with ongoing financial and investment guidance. No commissions or product sales; portfolios can be custodied at Charles Schwab or Altruist.
Team overview
-- AVG AGE
$13.7M AVG AUM / ADVISOR
$380.5K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Alpha
Custodian
Peak fusion Capital Wave Zenith
Investment Themes
Vertex Horizon pathway Signal bridge
Investment Vehicles
Meridian
Platform
North element
Services
Fusion ember Atlas pathway Pioneer north Unison Horizon Zenith beacon Capital
Technology
Vertex foundation
Owner & Executives
CHARLES HO
Chief Compliance Officer, Owner, President
- CRD
- #5370565
- Ownership
- 75% or more
(304) 519-4315
oak.north@frontiercapital.com
in linkedin.com/in/pioneer-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,698,359 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,698,359 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,698,359
Public Funds:
42.7% Cash:
28.3% Equity - Exchange:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,088,657,036 | 42.7% |
| Cash | $1,384,285,577 | 28.3% |
| Equity - Exchange | $1,418,525,856 | 29.0% |
| Total | $4,891,468,469 | 100.0% |