Legacy Wealth Advisors (LWA) is a registered investment advisory firm that develops customized investment strategies for clients. LWA assesses macroeconomic and financial market trends to determine their potential impact on client portfolios. LWA offers financial planning services, including cash flow analyses, insurance planning, and retirement planning. LWA also provides financial consultation services on securities and non-securities topics.
Fee Structure
Legacy Wealth Advisors' fees for wealth advisory services are negotiated and generally range from 0.5% to 1.5% per year of the assets they manage. The fee depends on the size of your portfolio, the complexity of your investment issues, the portfolio configuration, and the amount of ongoing professional time required. Fees may be billed in advance or in arrears, depending on the third-party managers’ policies.