Legacy One Wealth Management offers personalized financial strategies and investment management to individuals and small businesses. Services are tailored to each client's unique needs, including cash flow management, tax guidance, insurance review, education funding, retirement planning, and estate guidance. They offer both discretionary and non-discretionary asset management services.
Assets Under Management$2.5M
Clients18
Advisors1
Avg. per Client$140K
Avg. per Advisor$2.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisor may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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