Antonio Morrison
Antonio Morrison is a registered investment advisor at Legacy Global Management, L.L.C., based in Chesapeake, VA, with 17 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 102 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee structure is determined on a client by client basis and may be negotiable.
Fee Estimator
Location
Chesapeake, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Antonio is the CEO of Legacy Global Management, L.L.C., a business advisory company, since 2008. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Legacy Global Management, L.L.C.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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