Alaric Spencer is a registered investment advisor at The Financial Legacy Group, based in Charlotte, NC. Alaric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 144 clients with $110M 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 $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fee is for the wrap fee program. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
2108 South Blvd, Suite 109, Charlotte, NC, 28203
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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 →Employment History
Current Registrations
The Financial Legacy Group
State Registrations2 states
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