Legion Capital Management is a registered investment advisor that provides investment advisory services. Legion Capital Management specializes in offering retirement plan advice to individual plan participants of 401(k)s, IRAs, and self-directed retirement plans. The firm's investment approach uses technical analysis as the basis for risk and portfolio management. Individual investment strategies are implemented based on each client's risk tolerance, time horizon, and goals.
Assets Under Management$32M
Clients27
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.50% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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