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Our Broker/Dealer | Charles Schwab
Legacy was built on a solid foundation of integrity and values. Relative to this integrity and values was our choice in a broker/dealer to handle our client's accounts. It did not take long to realize, to be the best, you have to entrust the best. To that end we chose Charles Schwab as our broker/dealer. Schwab possesses no proprietary products, meaning we can always provide an unbiased approach to managing our client's assets. The word "autonomy" means a great deal to us. To our advisors, it means we are not driven in our processes by quotas or obligation to one company, one product or one solution to our client's needs.
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