Legacy Resources NC, LLC provides financial planning services with an emphasis on estate design and family wealth concepts. They tailor financial plans to individual needs, including family wealth directives, family meetings, and financial check-ups. Legacy Resources NC, LLC refers clients to unaffiliated third-party portfolio managers for investment services. They also offer consulting services, including estate design and family office services.
Fee Structure
Legacy Resources NC, LLC does not directly manage investments. Instead, they refer clients to third-party portfolio managers, who charge fees based on the value of your portfolio. Legacy Resources NC, LLC receives a portion of the fees you pay to the portfolio manager as a referral fee. The specific fees charged by the portfolio manager will be disclosed in their own disclosure documents.