Legacy Financial Group offers asset management and cash flow planning through Legacy Portfolio Services. Clients receive access to eMoney software for financial planning, goal setting, and budgeting. Legacy manages client funds based on their objectives and risk tolerance, creating portfolios across a range of risk profiles. Clients can impose reasonable restrictions on investments. Legacy has the authority to make trades on behalf of clients.
Assets Under Management$510M
Clients309
Advisors8
Avg. per Client$1.7M
Avg. per Advisor$64M
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% |
If a client portfolio reaches $1 million in assets, the account may move to a full-service model with tiered fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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