Legacy Financial Services Group, Inc.

Legacy Financial Services Group, Inc. is a fee-based investment management firm located in Traverse City, Michigan, specializing in investment advisory services for investors. Established in 2001 and registered as an investment adviser in 2006, the firm is owned by Derek Weeks. They offer personalized financial planning and investment management services, including cash flow management, tax planning, retirement planning, and estate planning. Legacy Group provides discretionary investment management and supervisory services for a fee based on a percentage of assets under management. The minimum account size is $250,000, with an annual fee of $3,750. Clients have investment discretion, with Legacy Group making recommendations and implementing decisions based on client objectives. The firm does not charge performance-based fees and does not have custody of client funds. Investment strategies include strategic asset allocation and global diversification. Legacy Group's professionals have not been involved in any disciplinary events. Clients are encouraged to vote their own proxies, and the firm has a Business Continuity Plan and Information Security Program in place. For more information, clients can contact Carolyn Weeks or Kelly Kazmierski at 231-933-0631 or [email protected].