Legacy Harbor offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to aid in selecting a suitable portfolio. Legacy Harbor may also recommend third-party money managers when their philosophy and style align with the client's needs. Legacy Harbor limits its investment advice to mutual funds, equities, bonds, ETFs, REITs, and government securities.
Assets Under Management$7.5M
Clients23
Advisors1
Avg. per Client$330K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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