Become a Financial Professional
Legend Advisory delivers comprehensive solutions for today’s successful adviser. From solutions that utilize innovative technology and practice management support, Legend offers the tools and resources you need to grow your business, your way. And with our unique retirement plan, advisers can transition their business as they move towards retirement.
Follow your own plan for growth. Build your business the way you envision it, with guidance and support from the Legend team as you see fit.
Choose from a diverse universe of asset managment programs to better serve your clients.
- Control your expenses
With over 35 years of experience, we choose to share the benefits of our efficiencies, via low affiliation fees, to directly improve your bottom line. Budgeting assistance and consultation is available.
- Create equity in your business
Build a book you truly own and add to your net worth. Manage your profitability and generate consistent annual fee revenue. All with a unique program that allows you to build your own retirement plan - that’s right, a built-in exit strategy!
Solutions for Registered Investment Advisers
Legend Advisory's scalable asset management solutions are designed to help achieve client objectives without compromising autonomy.
We believe our comprehensive turnkey investment management solutions and selection of investment strategies are ideally suited to Registered Investment Advisers (RIAs) who seek to enhance their current offerings or develop customized solutions. Along with providing access to our proprietary research utilizing artificial intellgence, Legend Advisory can act as a subadviser for other investment managers.
Directed by a team of experienced investment professionals, our dynamic artificial intelligence-based programs can enable your advisers to distinguish themselves from the competition while providing access to the guidance and portfolio management expertise today's investors demand.
By offering programs that employ artificial intelligence as a tool in the investment decision making process, RIAs may be able to gain a distinct competitive advantage over those who limit their services to traditional asset management strategies.
What Legend Advisory can bring to your firm
- A dynamic, artifical intelligence-based investment methodology
- Access to proprietary quantitative research
- Independent advice
- Advanced asset allocation techniques
- Fund manager due diligence
- Market commentaries
- Performance reporting
- Client profiling
- Custom proposals
- Sales and marketing tools
- Secure internet account access
- Knowledgeable service team