Franklin Legacy Financial (FLF) offers personalized financial planning and investment management. FLF's services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. FLF does not sell commissioned products, but the owner is a licensed insurance agent and may sell insurance products for a commission.
Assets Under Management$9.8M
Clients126
Advisors1
Avg. per Client$78K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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