Legend Financial Advisors is a registered investment advisor located in Pittsburgh, Pennsylvania. Founded in 1993, Legend Financial Advisors offers comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth families, retirement plans, non-profit organizations, and corporate entities. The firm builds customized investment portfolios using a mix of mutual funds, exchange-traded products, and individual securities, with a strong focus on aligning investments with clients' long-term objectives and tax situations. Legend Financial Advisors also provides specialized financial planning covering retirement projections, income tax strategies, estate planning, cash flow analysis, and insurance reviews. Clients can choose discretionary portfolio management, where Legend Financial Advisors makes trades on their behalf, or consulting services for held-away accounts. The firm operates as a fee-only advisor and does not accept commissions or financial product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Portfolios are billed on a combined basis per family entity. Fees are generally not negotiable but may be waived or adjusted in rare circumstances.
