Legacy Springs Advisors offers financial planning and investment management services. They create financial plans and manage investment portfolios for individuals, small businesses, and other clients. Legacy invests in various securities, including stocks, ETFs, and mutual funds. They also provide advice on private placements for accredited investors. Legacy also offers business consulting and coaching services.
Assets Under Management$9.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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