Legacy Investment Advisors provides investment advice and portfolio management services. They offer programs through Morningstar and SEI, where program managers handle the fees and pay a portion to Legacy Investment Advisors. Legacy Investment Advisors does not exercise investment discretion. Christopher Kristian, the owner, is also a registered representative of Osaic Wealth, Inc. and sells insurance, creating potential conflicts of interest.
Fee Structure
Legacy Investment Advisors uses program managers (Morningstar and SEI) who charge fees for investment management services. Legacy Investment Advisors receives a portion of these fees, ranging from 0% to 1.50% annually, depending on the program and account size. The specific fees are detailed in the disclosure documents provided by Morningstar and SEI. These fees are negotiable.