Legacy Capital Wealth Partners offers personalized financial planning and investment advisory services. They work with individuals, high net worth individuals, families, trusts, estates, businesses, and non-profit organizations. Legacy Capital manages investments on a discretionary or non-discretionary basis, primarily using mutual funds, exchange-traded funds, alternative investments, options, and individual debt and equity securities. They also offer financial planning and consulting services, which may include cash flow analysis, investment planning, retirement planning, and estate planning.
Fee Structure
Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.