American Family Legacy Group provides investment management services on a wrap or non-wrap fee basis. They also offer financial planning and consulting services, including retirement, estate, budgetary, and college planning. The firm uses a six-step financial planning process to help clients develop and implement their financial goals. They may recommend unaffiliated private placements to qualified clients. American Family Legacy Group also utilizes a third-party sub-advisor, UX Wealth Partners, LLC, for certain services, including portfolio management, billing, and technology support.
Fee Structure
American Family Legacy Group offers investment management services where fees are based on a percentage of your portfolio. Fees are negotiable and can vary depending on factors such as the representative assigned, the amount invested, and the complexity of the engagement.
For wrap fee accounts, the annual fees are:
- $0-$500,000: 2.50%
- $500,000-$999,999: 1.95%
- $1,000,000-$1,999,999: 1.75%
- $2,000,000-$2,999,999: 1.65%
- $3,000,000 and over: 1.50%
For non-wrap fee accounts, the annual fee ranges from 0.50% to 1.50%.