Adam
Legg
Isto Advisors, LLC
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About this Advisor
Adam Legg is a financial advisor based in Troy, Michigan, working with Isto Advisors, LLC. Adam has previously held positions at Isto Advisors, LLC, Stonebridge Financial Partners, LLC, Northwestern Mutual, and Boulder Pointe Golf Club. Adam has passed the Series 63 regulatory exam and is registered to provide services in Illinois and Michigan. Currently, Adam is part of Isto Advisors, LLC, which operates out of Troy, Michigan. The firm has 1 office and 21 employees. The firm manages assets totaling $765.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Isto Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Isto Advisors, LLC Brokerage Details
$765,669,160
21
2,383
$321,305
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adam Legg Work History
Isto Advisors, LLC
Stonebridge Financial Partners, LLC
Northwestern Mutual
Boulder Pointe Golf Club
Disclosures
Please visit the SEC profile of Adam Legg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Isto Advisors, LLC
Troy, MI
Troy, MI
Troy, MI
Lake Forest, IL
Troy, MI
Troy, MI
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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