Legacy Estate Planning Group offers financial planning services, including help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Legacy Estate Planning Group refers clients to third-party money managers for investment management and receives referral fees. Clients work directly with these managers, and Legacy Estate Planning Group acts as a liaison.
Fee Structure
Legacy Estate Planning Group does not directly manage investments. Instead, they refer clients to third-party money managers, such as Gradient Investments and SEI Investments Management Corporation. These managers charge fees based on a percentage of the assets they manage. Legacy Estate Planning Group receives a portion of these fees as a referral fee. For example, with Gradient Investments, the total annual fee ranges from 1.00% to 2.00% depending on the portfolio type, with Legacy Estate Planning Group receiving 1.00% or 0.60%. With SEI, Legacy Estate Planning Group receives 1.20% of assets under management.