Legacy Wealth Advisors offers personalized financial planning and investment management. They help clients with financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Legacy Wealth Advisors is a fee-based firm, meaning they don't sell commissioned products, but the managing member is affiliated with entities that sell insurance.
Assets Under Management$2.2M
Clients8
Advisors1
Avg. per Client$270K
Avg. per Advisor$2.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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