Legacy & Wealth Financial Advisors offers investment advice tailored to clients' needs. They provide both discretionary and non-discretionary portfolio management services. They also offer financial planning and consulting services as a stand-alone service. The firm uses various methods of analysis, including charting, technical, fundamental, and cyclical analysis.
Assets Under Management$59M
Clients112
Advisors1
Avg. per Client$530K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. Web-Based Portfolio Management Service fee: 1.00% on the first $1,000,000 and 0.50% on amounts over $1,000,000, plus an additional 0.25% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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