Family Legacy, Inc. offers portfolio management and financial planning services. They work with clients to establish financial goals and create investment policies. They manage investments through individually managed accounts and asset allocation portfolios using mutual funds and ETFs. They also provide retirement plan services, analyzing plans and recommending investment options. Christopher A. Brown may act as trustee or personal representative on a client’s behalf.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $8.0M | 1.25% |
| $8M+ | 1.00% |
These fees are for individually managed accounts. Asset allocation portfolios have a different fee schedule: 1.50% on the first $500,000, 1.25% on the next $500,000, 1.00% on the next $2,000,000, and 0.75% on amounts greater than $3,000,000. Fees are negotiable in limited situations.