New Legacy Financial Group provides financial planning and investment advice to individuals, families, and small businesses. New Legacy's services include cash flow management, estate planning, risk management, retirement planning, education funding, retirement plan consulting and business development needs. New Legacy does not have authority over client funds and will only execute trades in clients’ accounts as requested by the client.
Assets Under Management$50M
Clients139
Advisors1
Avg. per Client$360K
Avg. per Advisor$50M
www.linkedin.com/in/jason-burkholder-cfa-cfp-85... ·www.newlegacyfinancial.com ·www.facebook.com/new-legacy-financial-group-163...
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $2.5M | 0.45% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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