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The fee is billed in advance or in arrears and is negotiable.","source":"ADV PART 2A, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Legacy Solutions use?","answer":"Legacy Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $226M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Legacy Solutions have?","answer":"Legacy Solutions has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Legacy Solutions invest in?","answer":"At the end of its last fiscal year, Legacy Solutions’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 3% investment grade corporate bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Legacy Solutions?","answer":"Legacy Solutions is owned through a holding company by Daniel Danese. Its direct owners are Jeffrey Hall (10% to 25%), Ciara Price (5% to 10%) and Legacy Solutions, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Legacy Solutions get paid?","answer":"Legacy Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Legacy Solutions?","answer":"Legacy Solutions’ main office is at 206 N Union St, Kennett Square, PA 19348. Its phone number is 610-444-9920. 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