Legion Financial Advisors (LFA) manages investment portfolios for individual clients. LFA also provides financial planning services as part of their investment advisory service at no additional cost. The firm works with clients to establish financial goals and values, and then develops a plan covering areas like net worth, cash flow, insurance, retirement, college planning, and estate planning. The plan is monitored and updated annually.
Assets Under Management$71M
Clients7
Advisors1
Avg. per Client$10M
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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