Legacy Wealth Advisors, Inc. offers ongoing investment management and personalized financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm creates customized investment portfolios and offers written comprehensive or modular financial plans, as well as hourly consultations covering topics like retirement, estate planning, and tax strategies. Legacy Wealth Advisors follows a fundamental analysis approach for long-term investing, tailoring strategies to individual client needs and risk tolerances. Client accounts are held at qualified custodians such as Fidelity, and back-office administrative support is provided by Fiscal Fitness, LLC. The firm operates under a discretionary or non-discretionary management model, putting clients' interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are billed quarterly in advance.