Legacy Investment Services (LIS) provides investment advice on variable annuities and life insurance products. LIS also refers clients to third-party money managers, acting as a liaison between the client and the money manager. LIS helps clients with paperwork, assesses suitability, and provides ongoing service. Financial plans may be completed at no additional cost.
Assets Under Management$35M
Clients217
Advisors4
Avg. per Client$160K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Legacy Investment Services offers investment advice on variable annuities and life insurance products. The annual fee will not exceed 1.5% of the assets managed. Fees are billed quarterly.
LIS also refers clients to third-party money managers. Clients will be billed according to the third-party money manager’s fee schedule.
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