Legacy Financial offers financial planning and investment management services to individuals and small businesses. Financial planning involves gathering client information, developing an appropriate investment strategy, and monitoring and adjusting the account. Investment advice is limited to mutual funds, individual stocks, bonds, exchange-traded funds, unit investment trusts, and options. The firm manages accounts on a discretionary basis and tailors its services to individual client needs.
Assets Under Management$2.9M
Clients50
Advisors1
Avg. per Client$58K
Avg. per Advisor$2.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
The annual negotiable fee ranges from 0.5% to 2%, depending on the size and complexity of a client's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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