Legacy Wealth Planning (LWP) offers financial planning and investment management services. Their financial planning covers budgeting, investment analysis, goal setting, insurance review, tax planning, and estate planning. LWP manages investment portfolios for individuals, trusts, estates, and charitable organizations. LWP does not require a minimum account value.
Assets Under Management$10M
Clients25
Advisors1
Avg. per Client$400K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on the size and nature of the account and if the account is managed through a wrap program.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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