Assets Under Management
$4.2B
Number of Clients
220
Number of Advisors
17
Average Client AUM
$19.0M
AUM per Advisor
$246.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Legacy Advisors, LLC provides personalized financial planning, portfolio management, retirement plan consulting, and selection of other advisors. Fees are negotiable and vary based on complexity, scope of services, and assets under management. They may recommend third-party managers and Betterment sub-advisory services.
| Assets Under Management | 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% |
This fee schedule applies to the Betterment Program. Legacy, in its sole discretion, may charge a lesser investment advisory fee and/or charge a fixed fee based upon certain criteria.
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462