Family Legacy, Inc. is a large advisory firm based in Greenville. It manages $143.36 million of regulatory assets for 182 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Georgia, Louisiana, North Carolina, and South Carolina.
Family Legacy provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and consultation. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Family Legacy, Inc. is $143.36 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Family Legacy, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Christopher Aristotle Brown is high net worth individuals with 29 clients and $52.27 million of assets under management. Among the 14 most similar advisory firms, Family Legacy has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $143.36 million for 182 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Family Legacy doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Aristotle Brown has been acting as President since 1 May 1995. Patrice Lynn Sebastian joined the executive team most recently as the Chief Compliance Officer.
The principal office where Family Legacy, Inc. performs its advisory services is located at 104 Broadus Avenue, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-233-2788 or by fax 864-370-1713. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at falegacy.com.