Financial Legacy Management offers personalized financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. They are a fee-only firm, meaning they don't sell financial products or receive commissions. Investment advice is provided, but clients make the final decisions. They manage investments with a limited power of attorney.
Assets Under Management$140M
Clients300
AdvisorsN/A
Avg. per Client$450K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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