Legacy Wealth Management is an employee-owned firm offering financial planning and investment management. Legacy works with clients to determine their needs, risk tolerance, and investment objectives, then implements day-to-day investment decisions. Legacy primarily uses no-load mutual funds, exchange traded funds, or individual bonds. Legacy also offers financial planning services covering cash flow, debt management, budgeting, risk management, education, tax, retirement, and estate planning.
Assets Under Management$2.4B
Clients1,412
Advisors16
Avg. per Client$1.7M
Avg. per Advisor$150M
www.legacywealth.com ·www.linkedin.com/company/legacy-wealth-manageme... ·www.facebook.com/legacywealth
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable on an exception basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...