Lega Z Advisory provides analysis, strategic planning, implementation, and monitoring of investment portfolios. Lega Z helps clients align their objectives with a strategic plan, including establishing an Investment Policy Statement, optimizing asset allocation, selecting asset management strategies and custodians, and negotiating fees. Lega Z primarily serves high-net-worth individuals.
Assets Under Management$390M
Clients7
Advisors1
Avg. per Client$55M
Avg. per Advisor$390M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Lega Z Advisory charges a management fee based on the value of the assets they oversee. The fee ranges from 0.30% to 0.50% per year, depending on the amount of assets and the scope of their role. The minimum engagement fee is $20,000 per year. Fees are collected after they are earned.
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