Legionce Investment Advisors provides investment solutions for individuals, families, and business owners. They offer investment strategies for various account types, including retirement accounts, tax-advantaged accounts, charitable giving accounts, standard investment accounts, and trust and estate accounts. Investment policies are tailored to each client's needs, time frame, tax situation, objectives, and risk tolerance. Clients may provide written instructions regarding limitations on securities in their accounts. Legionce primarily recommends Charles Schwab as client custodians.
Assets Under Management$15M
Clients32
Advisors1
Avg. per Client$470K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
All fees are negotiable and may include a fixed fee if requested.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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