Bill oF Rights
The Legacy Private Client Services Bill of Rights
We believe clients are entitled to respectful service, trusted and independent financial advice, and transparent communication. The firm works to ensure timely responses, clear fee structures, best execution of transactions, ongoing education, and strict confidentiality of all personal information.
Quality of Service
At Legacy Private Client Services, we believe you are entitled to a high level of proactive, personalized, and courteous service.
Recommendations Based Upon Your Needs
We believe you have the right to receive independent, objective advice and recommendations that are tailored to your specific goals, needs, and circumstances—free from conflict or bias.
Transparency
We believe you have the right to complete transparency in your relationship with us. We seek to always inform you of the costs associated with portfolio management, advisory services, transactions, and any other fees charged by Legacy Private Client Services. We are committed to clear, concise communication and will work diligently to ensure all your questions are answered in an understandable way to the best of our ability.
Prompt Response
We believe you have the right to a timely response. At Legacy Private Client Services, we commit to the goal of returning all client calls by the end of each business day. If a request requires further research, we will provide a clear timeline for resolution.
Timely Communication
We believe you have the right to receive information before you even need to ask. Our goal is to provide proactive, timely updates and insights—regardless of the medium used.
Best Execution
We believe you have the right to receive best execution in all aspects of our service. We endeavor to provide that portfolio transactions will be handled promptly, at the best available price, with immediate third-party confirmation. Our goal is to facilitate interactions with our operations team that are timely, accurate, and efficiently executed.
Ongoing Education
We believe you have the right to continued financial education throughout your wealth journey. Our team is committed to equipping you with the knowledge to make informed decisions by setting realistic expectations and helping you understand the evolving components of your financial plan.
Confidentiality
We believe you have the right to the highest standards of confidentiality. At Legacy Private Client Services, we uphold the utmost respect for your privacy. We do not sell personal information, and we do not share it with external organizations unless legally required or necessary to fulfill your requests. We believe your trust is the foundation of our relationship.