Legacy Financial Advisors provides wealth management and financial planning services. They develop personalized solutions for clients, focusing on clear communication and integrity. Their services include investment management, retirement planning, estate planning, education planning, tax planning, and insurance needs analysis. They primarily work with individuals, family trusts, charitable institutions, foundations, and endowments.
Assets Under Management$320M
Clients245
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Legacy Financial Advisors manages investment accounts for a fee based on a percentage of the assets they manage. The specific percentage is negotiable and typically falls between 0.70% and 1.25%. This fee covers both wealth management and general financial consulting.
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