Legacy Financial Strategies offers investment management services on both a discretionary and non-discretionary basis. Legacy also provides financial planning and consulting services covering areas like education funding, retirement, estate, risk management, employee benefits, and tax planning. Legacy Next program offers lower-cost investment management using ETF model portfolios for smaller accounts (generally less than $250,000).
Assets Under Management$950M
Clients696
Advisors12
Avg. per Client$1.4M
Avg. per Advisor$79M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Legacy may have previously negotiated fee arrangements with current clients that are no longer offered to new clients. Accounts under the Legacy Next program are billed at an annual rate of up to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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