Defining Legacy Financial Advisors (DLFA) manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. Financial planning can be included with investment management for a single fee, or offered as a one-time plan for a fixed fee. DLFA uses fundamental, technical, cyclical, and charting analysis.
Assets Under Management$11M
Clients66
Advisors1
Avg. per Client$170K
Avg. per Advisor$11M
www.linkedin.com/in/matt-johnson-cfp%c2%ae ·www.defininglegacyadvisors.com ·www.linkedin.com/company/defining-legacy-advisors
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. For clients with over $1,000,000, the lower of the combined fee or the investment management only fee can be applied for the combined service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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