Legacy Group is an investment management firm that offers personalized financial planning and investment management services. They help clients with financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Legacy Group manages investments on a discretionary basis for a fee based on a percentage of assets under management.
Assets Under Management$120M
Clients184
Advisors2
Avg. per Client$670K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 1.75% |
| $249K - $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees may be negotiable. 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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