Established as a boutique registered investment adviser, Legacy Wealth Managment LLC/ID provides fiduciary wealth management, financial planning and retirement solutions to high-net-worth individuals and small institutions. The firm emphasizes discretionary portfolio management, customized asset allocation across equities, fixed income and alternative strategies, and fee-based advisory relationships. Operationally it typically partners with custodians and third-party tax and trust services, positioning itself as a regional wealth manager serving clients with multi-generational planning needs.
Established as a boutique registered investment adviser, Legacy Wealth Managment LLC/ID provides fiduciary wealth management, financial planning and retirement solutions to high-net-worth individuals and small institutions. The firm emphasizes discretionary portfolio management, customized asset allocation across equities, fixed income and alternative strategies, and fee-based advisory relationships. Operationally it typically partners with custodians and third-party tax and trust services, positioning itself as a regional wealth manager serving clients with multi-generational planning needs.
As a fiduciary boutique wealth manager, Legacy Wealth Managment LLC/ID prioritizes customized, multi-generational capital stewardship, employing discretionary asset allocation across equities, fixed income and alternatives to balance growth and income. It favors tax-aware, fee-based strategies, pragmatic risk controls, and liability-driven planning for retirement and trust beneficiaries. Portfolio construction emphasizes diversified core holdings with targeted opportunistic allocations, custodian partnerships, and integrated tax/trust coordination to preserve capital, manage drawdowns, and deliver reliable long-term net-of-fee outcomes.
As a fiduciary boutique wealth manager, Legacy Wealth Managment LLC/ID prioritizes customized, multi-generational capital stewardship, employing discretionary asset allocation across equities, fixed income and alternatives to balance growth and income. It favors tax-aware, fee-based strategies, pragmatic risk controls, and liability-driven planning for retirement and trust beneficiaries. Portfolio construction emphasizes diversified core holdings with targeted opportunistic allocations, custodian partnerships, and integrated tax/trust coordination to preserve capital, manage drawdowns, and deliver reliable long-term net-of-fee outcomes.
| Trades 3477 | Longs Won 1951/3477 56% | Profit Factor 0.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $185,484.86 |
| Average Win $17,365.03 | Best Trade (Sep 30) $5.67M | Sharpe Ratio -8.92 |
| Average Loss -$25,425.5 | Worst Trade (Jul 19) -$3.96M | Z-Score 7.78 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy -$1,419.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |