Legacy Financial Planning, operating as Jeff Elliott, CFP®, provides financial planning and investment management services. Jeff Elliott, CFP® begins with a free consultation to understand your financial situation and goals. If you become a client, Legacy Financial Planning will design a customized investment portfolio and help you implement your financial plan. They primarily recommend no-load mutual funds and ETFs.
Assets Under Management$22M
Clients47
Advisors1
Avg. per Client$480K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Minimum quarterly fee of $1,000. The Firm does not negotiate its fee, but it offers discounts to select family and friends at its sole discretion. The Firm, at its sole discretion, may charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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