The Legacy Collaborative offers financial planning and portfolio management advice for individuals, businesses, and institutional clients. The firm helps clients with investment planning, estate planning, business succession planning, retirement planning, and charitable planning. Rather than managing investment portfolios directly on an ongoing basis, The Legacy Collaborative introduces clients to third-party professional portfolio managers through platform programs offered in partnership with World Equity Group and Pershing. Clients can select from various investment styles such as equity, balanced, and fixed income. The firm also assists clients in selecting and evaluating tax and estate strategies, and provides hourly consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Rates are for third-party platform accounts. Maximum program fee is 3.00% for equity and balanced styles, and 2.50% for fixed income styles. Fees are negotiable.