Legacy Capital Group manages client funds based on the specific needs of each client. Legacy Capital Group invests only in publicly traded securities. Clients may impose restrictions on eligible securities. Legacy Capital Group has engaged Shriver Investments as a sub-advisor to jointly manage client accounts. Legacy Capital Group manages accounts on a discretionary basis only.
Assets Under Management$2.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for clients with greater than $1.0mm of assets managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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