Wealth Legacy Group provides consulting, business succession, insurance, wealth management, and philanthropic planning services. They specialize in helping privately held businesses and professional families plan for wealth, asset growth, risk reduction, business succession, and creating family legacies. They use a fee-based approach and a proprietary tool called the Critical Actions Roadmap™ to provide guidance. They also assist clients with Delaware Statutory Trusts (DST) and IRC code section #1031 exchanges for tax deferral advantages.
Assets Under Management$89M
Clients105
Advisors1
Avg. per Client$840K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.68% |
| $10.0M - $20.0M | 0.52% |
| $20M+ | 0.36% |
Wealth Legacy Group also offers a performance-based fee option through Dunham Funds for qualified investors. The fee is 5% of the growth above the "high-water mark."
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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