A West Virginia Commitment
At Legacy Advisors, we believe that when West Virginians choose a West Virginia-based firm, more of the value created should remain in the communities we serve.
The Mountaineer Dividend is our way of putting that belief into action. It is a community reinvestment and profit-sharing program designed to return a portion of our firm’s operating profits to eligible West Virginia advisory clients and West Virginia business clients.
This is not an investment return. It is not market performance. It is a discretionary distribution from our firm’s own profits, intended to share success with the people and businesses who trust us with their financial future.
We built this program because we believe financial firms should do more than manage assets. They should help strengthen the communities around them.
How the Mountaineer Dividend Works
The Mountaineer Dividend is available to eligible advisory clients of Legacy Advisors who maintain a West Virginia residential or business relationship with the firm.
To participate, clients must generally:
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Be an advisory client of Legacy Advisors
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Maintain at least $1 in an eligible account
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Have been with the firm for at least one month
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Be a West Virginia resident or a West Virginia business client
Distributions are based on a combination of factors, including the length of the client relationship and the amount of assets under management with Legacy Advisors. In general, longer client relationships may receive greater priority, while larger relationships may receive a larger share of the available distribution pool.
Because the program is based on the firm’s annual operating profits, the amount available for distribution may vary from year to year. The specific allocation methodology may also be refined over time as the program develops.
Eligible distributions may be handled in one of several ways, depending on the account type and the client’s preference:
- Credited to an eligible investment account
- Issued by check
- Donated to a charity selected by the client (when permitted)
Why We Created It
The Mountaineer Dividend reflects how we think about long-term relationships.
We want our clients to benefit not only from sound financial planning, but also from working with a firm that is committed to giving back. For us, the Mountaineer Dividend is about more than compensation. It is about loyalty, community reinvestment, and sharing success with the people who help build our firm.
We also believe in transparency. The Mountaineer Dividend is not guaranteed. It is subject to the firm’s profitability, program terms, eligibility rules, and any changes Legacy Advisors may make from time to time. Program details are governed by the firm’s ADV and related disclosures.
For clients who value working with a firm that is based in West Virginia and invested in West Virginia, the Mountaineer Dividend is one more way we put that belief into practice.
Disclosure:
The Mountaineer Dividend is a discretionary community reinvestment program offered by Legacy Advisors. It is not an investment product, not a guaranteed benefit, and not a performance-based return. Eligibility, distribution timing, distribution method, and allocation methodology are subject to the firm’s discretion and applicable program terms. Clients should review the firm’s Form ADV and related disclosures for full details.