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 2844 | Longs Won 1517/2844 53% | Profit Factor 0.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,916.12 |
| Average Win $18,773.62 | Best Trade (Sep 30) $5.67M | Sharpe Ratio -10.02 |
| Average Loss -$40,962.72 | Worst Trade (May 29) -$14.38M | Z-Score 3.01 (99.74%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy -$9,099.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 4,695 | 4,225 | 3,756 | 3,286 | 2,817 | 2,347 | 1,878 | 1,408 | 939 | 469 |