Legacy Retirement Advisors offers comprehensive financial planning, portfolio management, and bundled wealth management services. The firm uses a dynamic advance-and-protect investment process to balance participation in advancing markets with downside protection during market declines, utilizing model portfolios built primarily with exchange-traded funds, individual stocks, and mutual funds. Services include retirement planning, debt management, tax guidance, asset protection, and estate planning. Legacy Retirement Advisors tailors its strategies to each client's goals, time horizon, and risk tolerance, managing accounts on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Applies to new clients after January 1, 2019. Total fees charged by the firm will not exceed 3% of assets under management.