Legacy Bridge Private Family Offices acts as a family office for high-net-worth individuals and families. They offer investment management services, developing investment objectives and asset allocation plans. They also provide customized office services, including consulting with other professionals, streamlining financial reporting, strategic philanthropic planning, and bill-pay services. Legacy Bridge manages client assets on a discretionary basis.
Fee Structure
Legacy Bridge's fees for investment management are negotiated based on the size and type of the relationship, the complexity of investments, and the services provided. The fees generally represent a maximum of 1% of the assets they manage. Legacy Bridge generally requires clients to pay a minimum fee of $100,000 annually, but will consider accounts that pay less at their discretion. They also offer performance-based fee arrangements for certain clients.