Legacy Partners Financial Group offers investment management services focused on capital appreciation through diversified portfolios. As a discretionary advisor, Legacy Partners manages client portfolios without prior consultation, though clients can impose restrictions. The firm also helps establish and manage company-sponsored retirement plans, acting as a fiduciary. Additionally, Legacy Partners provides comprehensive financial planning services, including retirement, cash flow, estate, and education planning. Clients are responsible for implementing recommendations.
Assets Under Management$81M
Clients135
Advisors1
Avg. per Client$600K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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