Legacy Global Management, L.L.C. is an independent registered investment advisor based in Chesapeake, Virginia, founded and wholly owned by Antonio Morrison. The firm provides investment management, non-discretionary investment supervision, and investment consultations. Legacy Global Management designs diversified portfolios using modern portfolio theory, incorporating domestic and foreign equities, debt obligations, exchange-traded funds, mutual funds, and cash equivalents. The firm works primarily with individuals, pension and profit-sharing plans, trusts, and corporations, tailoring strategies to match each client's specific risk tolerance and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and determined on a client-by-client basis. Legacy Global Management may offset its advisory fee for discretionary management with fees charged for investment consultation or supervisory services.