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does Storen Legacy Partners have?","answer":"Storen Legacy Partners has 876 clients and manages $438 million for them, as of April 2026. They include 771 individual clients, 93 high-net-worth individuals, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Storen Legacy Partners offer?","answer":"Storen Legacy Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Storen Legacy Partners charge?","answer":"Storen Legacy Partners charges up to 2.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.","source":"STOREN FINANCIAL ADV PART 2, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Storen Legacy Partners use?","answer":"Storen Legacy Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $432M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Storen Legacy Partners have?","answer":"Storen Legacy Partners has 6 investment adviser representatives registered with state securities authorities, out of 14 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 5 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 Storen Legacy Partners invest in?","answer":"At the end of its last fiscal year, Storen Legacy Partners’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% other, 3% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents. The 6% other category is described as: CDS, Structured Products, and Corporate (Not Rated).","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 Storen Legacy Partners?","answer":"Storen Legacy Partners’ direct owners are Greg Storen, Ronnie Jackson, Kiran Sharma and Alexander Kiritschenko, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Storen Legacy Partners get paid?","answer":"Storen Legacy Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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