Legacy Advisory Services offers continuous advice on investments based on each client's circumstances and goals. They manage accounts with the client's knowledge and create suitable investment portfolios. In addition to investment management, Legacy Advisory Services may provide financial planning services, including portfolio customization and tailored investment advice. Their primary approach involves a tactical allocation strategy to reduce risk and increase performance.
Assets Under Management$160M
Clients123
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are generally not negotiable, but Legacy Advisory Services reserves the right to negotiate under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...