Legacy Investing & Wealth Management LLC offers asset management services based on asset allocation and diversification. They also provide packaged hourly financial advisory services. Legacy Investing interviews clients to determine their financial needs and objectives, then offers advice on education, financial plan review, opening/managing brokerage or IRA accounts, and managing 401k or other investment/retirement accounts. Clients maintain control over their assets.
Assets Under Management$990K
Clients9
Advisors1
Avg. per Client$110K
Avg. per Advisor$990K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees negotiable for accounts $5,000,000 and above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...