Legacy Advisors, operating as John A. Merrill, provides investment advisory services. Fees are negotiated with each client and are based on a maximum quarterly charge. The firm provides discretionary services, meaning they can make trades in your account without asking you first. Clients can terminate the contract at any time with written notification.
Assets Under Management$3.6M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Legacy Advisors charges a negotiated fee for managing your investments, with a maximum quarterly fee:
- Portfolios over $1 million: Maximum $750 per quarter
- Portfolios under $1 million: Maximum $500 per quarter
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