The Financial Legacy Group offers financial planning and consulting services. Portfolio management is offered exclusively through a wrap fee program. Financial planning involves analyzing a client's financial situation and objectives to create a written plan. Financial consulting advises businesses and financial professionals on specific financial topics. The firm primarily advises on exchange traded funds, mutual funds, individual stocks and options.
Assets Under Management$110M
Clients144
Advisors2
Avg. per Client$750K
Avg. per Advisor$54M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fee is for the wrap fee program. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...