Legacy Capital Wealth Partners, LLC provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses a holistic approach to understand each client's financial condition, risk profile, and goals before building customized portfolios using mutual funds, exchange-traded funds, individual securities, and alternative investments. In addition to investment management, Legacy Capital offers comprehensive financial planning covering cash flow, retirement, tax strategies, and estate planning. The firm also assists with retirement plan consulting for businesses. Clients are required to have a minimum of $500,000 in assets to open an account, though the firm may waive this minimum at its discretion. Legacy Capital acts as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.