Legacy Financial Group provides personalized financial planning and investment management services. They offer financial planning services, selection of third-party money managers, and asset allocation and management. They work with clients to gather information about their financial situation and investment objectives to recommend suitable investment strategies. Some advisors are also registered with Osaic Wealth, Inc. and may receive commissions from securities and insurance sales.
Fee Structure
Legacy Financial Group offers investment management through third-party managers like SEI and Vision2020. Fees vary depending on the program and the amount you invest. For SEI programs, the total combined fees charged by Legacy Financial Group and SEI will not exceed 3% per year. For Vision2020 programs, fees range from 0.75% to 1.50% depending on the amount you invest. These fees do not include internal fund expenses charged by mutual funds and ETFs.