Legacy Advisory Group (LAG) offers personalized investment management and financial advice. LAG helps clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. LAG provides investment advice, but the client makes the final investment decisions. LAG also advises on cash flow, college planning, retirement, tax, and estate planning.
Assets Under Management$380K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$190K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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