Financial Legacy Management, Inc. was founded in 2005 and is located in Little Rock, Arkansas. The firm provides personalized, confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Financial Legacy Management operates as a fee-only firm, meaning they do not sell insurance, annuities, or commissioned products and do not accept referral fees or commissions. Their approach to investment management utilizes a core and satellite strategy with globally diversified portfolios, combining passively managed index funds and exchange-traded funds with actively managed funds. In addition to managing portfolios, Financial Legacy Management offers comprehensive advisory services covering cash flow management, tax planning and preparation, insurance reviews, education funding, retirement planning, and estate planning. Clients can choose from standalone financial plans, ongoing advisory service agreements, project-based retainer agreements, or hourly planning engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Clients are subject to a minimum annual fee of $1,000. Fees may be waived or negotiated based on historical relationships, account composition, and anticipated future assets.