Legacy Planning Advisors provides financial planning and investment advisory services to individuals and families. They help clients define financial goals in areas like retirement, estate, and tax planning. For investment management, Legacy Planning Advisors refers clients to third-party advisors. They gather client information and assist in selecting a suitable third-party program. The firm also offers retirement plan consulting services to employee benefit plans.
Assets Under Management$230M
Clients265
Advisors3
Avg. per Client$880K
Avg. per Advisor$78M
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Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are paid to third-party advisors. Legacy Planning Advisors receives compensation from the third-party advisor for the referral.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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