We provide for our client families the guidance, leadership and attention to detail to simplify their financial lives, grow their assets and insure that their future generations are prepared and provided for. Have you ever suspected that the financial services companies you do business with are more interested in increasing their net worth than yours? That could be because many of them are. They may earn commissions on trades or for selling certain investments. Or they may receive bonuses based on how much new business they generate — instead of how well they serve existing clients. Unlike these companies, Legacy Trust is fully independent and objective. Our sole source of compensation is based on the assets we manage on your behalf. We have no financial incentive to push certain products or generate transactions, and no corporate headquarters pressuring us to increase sales and profit margins. That means we are free to always place your best interests first. In fact, as your fiduciary agent, we are not only morally but also legally required to do so. We answer to you, and only to you.
View Top Employees from Legacy Trust Family Wealth OfficesWebsite | https://www.legacytrustcompany.com/ |
Revenue | $5 million |
Employees | 17 (17 on RocketReach) |
Founded | 2000 |
Address | 4200 Marsh Landing Blvd 100, Jacksonville Beach, Florida 32250, US |
Phone | (904) 280-9100 |
Fax | (904) 280-9109 |
Technologies |
JavaScript,
HTML,
Twitter
+13 more
(view full list)
|
Industry | Investment Management, Finance General, Finance |
Web Rank | 23 Million |
Keywords | Legacy Trust Assets Under Management |
Competitors | Callan Capital, Janiczek Wealth Management, Legacy Trust GR, Oracle Capital Group, Salem Partners LLC |
SIC | SIC Code 673 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 523991 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies, NAICS Code 52 Companies |
Looking for a particular Legacy Trust Family Wealth Offices employee's phone or email?
The Legacy Trust Family Wealth Offices annual revenue was $5 million in 2024.
17 people are employed at Legacy Trust Family Wealth Offices.
Legacy Trust Family Wealth Offices is based in Jacksonville Beach, Florida.
The NAICS codes for Legacy Trust Family Wealth Offices are [523, 523991, 5239, 52399, 52].
The SIC codes for Legacy Trust Family Wealth Offices are [673, 67].