Legatrust Financial Advisors helps clients build, manage, and protect their wealth through investment management and financial planning. Legatrust works with clients to understand their financial situation and goals, then creates a personalized investment plan. Legatrust manages investments on a discretionary basis, allocating assets among various investment types. Financial planning services cover areas like estate, tax, and charitable planning. Legatrust also offers retirement plan consulting and business consulting services.
Assets Under Management$18M
Clients15
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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