The Legacy Financial Group, Inc. provides portfolio management and cash flow planning services. The firm builds diversified portfolios using mutual funds and exchange-traded funds matched to each client's risk tolerance, ranging from conservative fixed income to 100 percent equity growth strategies. Using financial planning software, The Legacy Financial Group, Inc. helps clients track goals, budgeting, and financial frameworks. The firm generally works with individuals, trusts, and small businesses, requiring a minimum investment of $250,000 for its primary portfolio services.
Assets Under Management$590M
Clients317
Advisors8
Avg. per Client$1.9M
Avg. per Advisor$74M
www.legacyadvisor.net ·www.linkedin.com/company/the-legacy-financial-g... ·www.facebook.com/thelegacyfinancialgroup
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Accounts reaching $1 million move to a tiered fee structure unless otherwise directed by the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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