Legacy Capital Group California, INC.
Legacy Capital Group California provides personalized financial planning and investment management services primarily for high net worth individuals, families, and small business owners. The firm assists clients with retirement planning, cash flow analysis, tax strategies, and estate planning, and works closely with third-party money managers and investment platforms—specifically its affiliate, REACT Investment Solutions—to execute portfolio strategies. Legacy Capital Group California focuses on capital preservation and risk-managed investment approaches, often utilizing active management, alternative investments, and specialized private placement products. Clients receive ongoing reviews and customized recommendations tailored to their long-term financial goals and legacy objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
Fees apply through affiliated platform REACT. Alternative strategies, private placement products, and mutual funds have separate flat fee schedules ranging from 0.25% to 1.45%. Fees are negotiable.