Legacy Financial Group offers investment management, financial planning, and consulting services to individuals, high-net-worth individuals, families, and retirement plan accounts. LFG uses a disciplined approach to investing and tailors portfolios to individual client needs. They also provide education services about general investment principles and divorce planning services. LFG may refer clients to LFG Tax and Accounting, LLC for tax preparation and accounting services.
Fee Structure
Legacy Financial Group's standard advisory fee for investment management ranges from 0.70% to 1.2% per year, depending on the size of the account, prospective growth, complexity, and other factors. Fees are billed quarterly, in advance, based on the daily average balance of the assets of the previous quarter. All fees are negotiable. Cash positions are included as part of assets under management for fee calculation purposes.