Legionce Investment Advisors, Inc. is a registered investment advisor based in Englewood, Colorado, that has been in business since 1998. The firm offers personalized investment management services for individuals, families, trusts, estates, and business owners. Legionce manages portfolios across various account types, including standard investment accounts, retirement accounts, tax-advantaged accounts, and charitable giving accounts. Legionce designs custom portfolios based on each client's specific needs, time horizons, tax considerations, and risk tolerance. Investment strategies are built using fundamental, technical, cyclical, and charting analysis from publicly available sources. Legionce typically requires a minimum investment of $250,000 to open an account and primarily recommends Charles Schwab as a custodian for client assets.
Fee Structure
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, may include a fixed fee if requested, and can be waived in various circumstances.