Barbara Camaglia

Legacy Financial Advisors does not manage your portfolio directly or charge a percentage of your investments. Instead, the firm provides portfolio rebalancing services on an as-needed or annual basis, with fees depending on the size of your portfolio and the number of individual investments you hold:

• Up to $500,000 and 15 items — $1,200
• Up to $750,000 and 20 items — $1,400
• Up to $1,000,000 and 25 items — $1,800
• Up to $1,500,000 and 35 items — $2,500
• Up to $2,000,000 and 45 items — $3,000
• Up to $3,000,000 and 65 items — $3,500
• Up to $4,000,000 and 85 items — $4,000
• Up to $5,000,000 and 105 items — $5,000
• Up to $6,000,000 and 125 items — $5,500
• Up to $7,000,000 and 135 items — $6,000
• Up to $8,000,000 and 145 items — $6,500
• Up to $9,000,000 and 155 items — $7,200
• Up to $10,000,000 and 165 items — $7,800
• Up to $11,000,000 and 175 items — $8,500
• Up to $12,000,000 and 185 items — $9,100

An "item" is defined as a single investment within an account. If your portfolio exceeds the item limit for a given dollar tier, you pay the rate corresponding to the higher tier.