W. V. Legg Financial Management LLC provides investment advice and portfolio management tailored to individual client needs. They also offer financial planning at no additional cost as part of their portfolio management service. Additionally, they provide pension consulting services to employee benefit plans and their fiduciaries.
Assets Under Management$23M
Clients12
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management
W. V. Legg Financial Management LLC's annual fee for managing your investments is a percentage of the assets they manage, ranging from 0.50% to 1.00%. The fee is negotiable based on the size and complexity of your portfolio. The fee is billed quarterly, based on the value of your account on the last trading day of the quarter.
Loading...