| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Wilmette, IL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Elisabeth is an Investment Advisor Representative/Partner/Financial Advisor at Kinsbury Capital Investment Advisors DBA Legacy Capital Wealth Advisors, LLC, and a Financial Advisor and Partner at Legacy Wealth Advisors, LLC. She is also a board member at W Insurance Group, dedicating minimal time to this role.