Legacy Cornerstone Wealth offers portfolio management services based on a client's financial situation, goals, and risk tolerance. They analyze current investments and implement a portfolio consistent with those factors. They also offer financial planning services covering income, social security, retirement planning, and pension plan reviews. The firm uses the Monte Carlo Method to project the likelihood of achieving financial goals.
Assets Under Management$110M
Clients474
Advisors1
Avg. per Client$220K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
This negotiated fee may vary depending on the platform utilized as well as the specific model manager utilized within the platform.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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