Financial Network Group Legacy Advisers offers investment advice to individuals, high net worth individuals, families, trusts, estates, small businesses, and corporations. The firm's services are tailored to help clients achieve their financial goals through a five-phase process that includes data gathering, client profile development, customized plan creation, strategy implementation, and ongoing performance monitoring.
Assets Under Management$5.5M
Clients10
Advisors1
Avg. per Client$550K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 1.00% |
For clients with under $50,000 in assets, there is a minimum annual fee of $500. Fees may be waived or discounted at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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