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Munro Legacy Planners LLC

Fixed/Hourly
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Munro Legacy Planners offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They refer clients to third-party money managers and receive a portion of the manager's fee. Clients may impose restrictions on investments. Munro Legacy Planners does not manage client assets directly.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.facebook.com/munrofinancialwoodstockga ·www.barrymunro.com 

Fee Structure

Investment management only (planning not offered)

Munro Legacy Planners does not directly manage investments. Instead, they recommend third-party money managers. If you use one of these managers, you'll pay them a fee based on the amount they manage for you. Munro Legacy Planners receives a portion of that fee as a referral. Here are the fees for the third-party managers they use:

Gradient Investments, LLC

  • Strategic Portfolios: 2.00% per year (1.00% to Gradient, 1.00% to Munro Legacy Planners)
  • Tactical Portfolios: 1.80% per year (0.80% to Gradient, 1.00% to Munro Legacy Planners) + 0.20% internal ETF fee
  • Allocation & Defined Outcome Portfolios: 1.70% per year (0.70% to Gradient, 1.00% to Munro Legacy Planners)
  • Preservation Portfolios: 1.00% per year (0.40% to Gradient, 0.60% to Munro Legacy Planners)
  • Client Directed Accounts: $300 per year to Gradient, $0 to Munro Legacy Planners

FormulaFolio Investments, LLC

  • Tactical and Multi-Manager Allocation Series:
    • First $100,000: 1.80% per year (0.80% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $100,000 - $249,999: 1.75% per year (0.75% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $250,000 - $499,999: 1.70% per year (0.70% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $500,000 - $999,999: 1.65% per year (0.65% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Over $1,000,000: 1.60% per year (0.60% to FormulaFolio, 1.0% to Munro Legacy Planners)
  • Tactical and Complete Allocation Series:
    • First $100,000: 1.75% per year (0.75% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $100,000 - $249,999: 1.70% per year (0.70% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $250,000 - $499,999: 1.65% per year (0.65% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $500,000 - $999,999: 1.60% per year (0.60% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Over $1,000,000: 1.55% per year (0.55% to FormulaFolio, 1.0% to Munro Legacy Planners)
  • Multi-Manager Allocation Series:
    • First $250,000: 1.95% per year (0.95% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $250,001 - $500,999: 1.90% per year (0.90% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $500,001 - $1,000,000: 1.85% per year (0.85% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Next $1,000,001 - $2,000,000: 1.75% per year (0.75% to FormulaFolio, 1.0% to Munro Legacy Planners)
    • Over $2,000,001: Contact FormulaFolio for fees (1.0% to Munro Legacy Planners)

Wealth Watch Advisors, LLC

  • WWA Models:
    • Under $500,000: 1.60% per year (0.60% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • $500,000 - $2,000,000: 1.58% per year (0.58% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • Over $2,000,000: 1.52% per year (0.52% to Wealth Watch, 1.0% to Munro Legacy Planners)
  • Solomon API Models:
    • Under $500,000: 1.79% per year (0.79% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • $500,000 - $2,000,000: 1.74% per year (0.74% to Wealth Watch, 1.0% to Munro Legacy Planners)
    • Over $2,000,000: 1.62% per year (0.62% to Wealth Watch, 1.0% to Munro Legacy Planners)

Luminist Capital, LLC

  • Maximum 1.50% per year (0.50% to Luminist, 1.00% to Munro Legacy Planners)
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Location

1 Advisors at this firm

BM
Barry Munro