The Legacy Collaborative offers financial planning and portfolio management advice to individuals, businesses, and institutional clients. Financial planning includes investment, estate, business succession, retirement, and charitable planning. The Legacy Collaborative also refers clients to other investment advisors through the Separate Account Manager (SAM) platform.
Assets Under Management$4.5M
Clients9
Advisors1
Avg. per Client$500K
Avg. per Advisor$4.5M
Fee Structure
Investment management only (planning not offered)
The Legacy Collaborative does not directly manage portfolios but provides advice on existing portfolios or helps clients establish a portfolio. For clients using the Separate Account Manager (SAM) program, fees are a percentage of assets managed.
- Equity and/or Balanced style accounts: maximum 3.00% per year.
- Fixed Income style accounts: maximum 2.50% per year.
Fees may be negotiable.
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