Legacy Advisors is a registered investment advisor based in Plymouth Meeting, Pennsylvania, offering personalized portfolio management, financial planning, and retirement plan consulting services. Founded in 2006, the firm tailors its investment strategies to meet individual client goals and risk tolerances using mutual funds, exchange-traded funds, independent managers, and private investment funds. Legacy Advisors operates with a team approach, providing discretionary and non-discretionary portfolio management alongside comprehensive financial planning. In addition to investment management, the firm assists clients with retirement planning, tax strategies, estate planning, and insurance analysis, serving a diverse client base that includes high-net-worth individuals, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Schedule reflects the Betterment program tier structure. Standard portfolio management fees generally go up to 1.25%. Fees are negotiable.