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Legal Advantage Investments, Inc. (Los Altos Hills)


Legal Advantage Investments, Inc. is an adviser based in Los Altos Hills. It manages $36.94 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

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Legal Advantage Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Legal Advantage Investments: assets under management

The assets under management (AUM) of Legal Advantage Investments, Inc. is $36.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Legal Advantage Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Altos Hills

The principal office where Legal Advantage Investments, Inc. performs its advisory services is located at 26625 St. Francis Drive, Los Altos Hills, CA 94022 2005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-949-4939. The normal business hours are 9:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.legaladv.com.


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