| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
This fee schedule applies to the Betterment Program. Legacy, in its sole discretion, may charge a lesser investment advisory fee and/or charge a fixed fee based upon certain criteria.
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462
Get directionsSteven works as a retirement plan services advisor for Legacy Advisors, LLC and M. Holdings Securities, Inc., spending nearly full-time hours on these activities. He also participates in private placement sales and owns rental property through Mignogna Family, LLC, dedicating minimal time to each.