Legacy Consulting Group offers investment advice, including portfolio management, financial life planning, and special project consulting. They identify your financial goals, develop strategies, monitor market conditions, and adjust your portfolio as needed. Custody of your assets is maintained at Charles Schwab or other trust companies. They also provide financial life planning services to help you define your life goals and adjust your financial situation accordingly.
Assets Under Management$360M
Clients172
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$89M
www.youtube.com/@legacyconsultinggroup579 ·legacyconsultinggroup.com ·www.linkedin.com/company/legacy-consulting-grou...
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable for accounts over $7,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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