Legacy Wealth Capital offers investment advisory and financial planning services. Investment portfolios include equity and fixed income for long-term investors and corporate clients. Financial planning covers cash flow, cash management, retirement, estate, insurance, investment asset allocation, and college planning. Legacy Wealth Capital may consult with experts in taxation, international banking, and other areas.
Assets Under Management$6.5M
Clients10
Advisors1
Avg. per Client$650K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Legacy Wealth Capital may reduce its Managed Account Fees for assets such as Bonds, Non Discretionary Assets, or Non Profit Clients. All investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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