Legacy Financial provides investment advice and portfolio management tailored to clients' needs. Legacy assesses current holdings and aligns them with short- and long-term goals. Legacy performs ongoing reviews of investment performance and portfolio exposure to market conditions. Legacy also offers financial planning services.
Assets Under Management$17M
Clients71
Advisors1
Avg. per Client$230K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may be higher or lower than the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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