Legal Advantage Investments, Inc. offers personalized investment advisory services including continuous portfolio management, periodic management and investment recommendations, and financial planning. Investment advice is tailored to each client's needs and objectives. Clients select a growth strategy model for the stock portion of their accounts. The firm also offers periodic advice on company retirement plans and 529 college savings plans. Financial planning covers estate, tax, retirement, education savings, and insurance planning, as well as budget and debt management.
Assets Under Management$230M
Clients25
Advisors1
Avg. per Client$9.4M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
For the Legal Advantage Hedge Strategy, an additional fee of 0.35% annually on assets under management up to $5,000,000 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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