Legacy Group provides financial planning and investor coaching services. Legacy Group refers all clients to Matson Money, a registered investment advisor, for investment management. Legacy Group also prepares a Portfolio MRI report for prospective clients for a fee. Legacy Group does not handle investment trading or portfolio management decisions directly.
Assets Under Management$89M
Clients228
Advisors1
Avg. per Client$390K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.79% |
| $4M+ | 0.59% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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