$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
91 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Trade-PMR
- Clients
- Retail
- Platforms
- Quantum optima
- Established Date
- 03-21-2012
- Office Locations
- 1
Office Locations
100 Warren Street Suite 300-107 Mankato MN
About Legacy Retirement Advisors
Legacy Retirement Advisors (founded 2005) works with individuals age 50+ at major transitions such as retirement, a career change, or divorce. The firm provides retirement income and IRA planning, tax-minimization strategies, and ongoing investment guidance. Portfolios are ETF-centric, and the firm custodies with Charles Schwab.
Team overview
49 AVG AGE
$15.4M AVG AUM / ADVISOR
$169.8K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian unison North Wave
Client Personas
Peak
Investment Themes
Radial Vertex meridian Alpha
Investment Vehicles
Radial unison
Services
Ridge Harbor element Matrix Wave Horizon
Technology
Quantum
Owner & Executives
AARON JOHN BRITZ
Chief Compliance Officer, President
- CRD
- #4440065
- Ownership
- 75% or more
(366) 936-3833
zenith.element@summitcapital.com
in linkedin.com/in/insight-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,449,065 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,449,065 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,449,065
Equity - Exchange:
23.7% Cash:
34.7% Public Funds:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,399,583,234 | 23.7% |
| Cash | $2,049,178,828 | 34.7% |
| Public Funds | $2,456,652,427 | 41.6% |
| Total | $5,905,414,489 | 100.0% |