Legacy Investment Partners offers customized investment management through a bundled fee program that covers both advisory services and trading costs. Portfolios are built using stocks, bonds, mutual funds, and options, tailored to each client's individual goals, risk tolerance, and time horizon. Legacy Investment Partners also provides financial planning and retirement plan consulting for businesses. The firm works primarily with high-net-worth individuals, families, trusts, and corporate retirement plans.
Assets Under Management$400M
Clients223
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees for amounts over $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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