Defining Legacy Financial Advisors offers personalized investment management and comprehensive financial planning services. For investment management, Defining Legacy Financial Advisors builds and manages tailored portfolios, and can also assist clients in selecting and monitoring third-party money managers. Comprehensive financial planning covers a wide range of topics including retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, tax planning strategies, and risk management. Clients can choose standalone investment management, standalone fixed-fee planning, or a combined service that bundles ongoing comprehensive planning and investment management together. Defining Legacy Financial Advisors does not have a minimum account size requirement.
Fee Structure
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% |
Rates reflect standalone investment management services. Firm also offers a combined planning and investment management service based on net worth and income ranging from 1.00% down to 0.30%. Fees are negotiable.