Legacy Wealth Management offers investment management on both a discretionary and non-discretionary basis. They also provide financial planning and consulting services, which can include retirement planning, investment strategy, tax planning, insurance and debt management, review of employee benefit plans, and estate planning. Seminars are also offered to educate the public on investments.
Assets Under Management$250M
Clients666
Advisors3
Avg. per Client$380K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
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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