Legacy Investment Partners works with clients to identify investment goals and risk tolerance to create a portfolio allocation. They manage accounts based on individual needs and periodically review financial circumstances and investment objectives. They offer a wrap-fee program that bundles investment management, execution, clearing, transaction, and custody costs into one fee. Product recommendations include equities, corporate debt securities, municipal bonds, mutual funds, government securities, and options.
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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees are negotiable at Legacy Investment's sole discretion for amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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