American Legacy Capital offers investment management and financial consulting services. Investment management includes asset management and financial planning. Financial consulting covers investment, retirement, estate, business, and personal financial planning. American Legacy Capital tailors its services to each client's needs and may use model allocations. The firm manages investments on a discretionary basis.
Assets Under Management$1.7M
Clients1
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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