Legacy Financial Solutions provides personalized investment advice and financial planning services. They gather information about your financial situation and goals to create a tailored investment strategy. They offer non-discretionary asset management services, meaning they will obtain your approval prior to executing trades. They may also recommend third-party investment advisors. The firm also provides financial planning services, including estate planning, insurance, and investment advice.
Assets Under Management$7.3M
Clients49
Advisors2
Avg. per Client$150K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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