Legacy Map Design, LLC offers portfolio management services based on clients' goals, objectives, and risk tolerance. They create investment policy statements and construct plans to match each client's situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, they provide business consulting services to help clients develop a financial platform for their business.
Assets Under Management$6.2M
Clients131
Advisors2
Avg. per Client$47K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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