Legacy Wealth Advisors provides financial planning and investment management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management provides ongoing supervision of client accounts, making trades when necessary. Legacy Wealth Advisors contracts with Fiscal Fitness, LLC for administrative tasks.
Assets Under Management$50M
Clients185
Advisors2
Avg. per Client$270K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...