Legacy Advisory Limited Company offers continuous investment management and personalized financial planning services to individuals and families. Legacy Advisory Limited Company builds custom portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds based on each client's specific goals, time horizon, and comfort with risk. In addition to portfolio management, Legacy Advisory Limited Company creates written financial plans covering personal goals, taxes, cash flow, retirement readiness, education funding, and estate planning considerations. The firm adopts a tailored approach for each client, considering the complexity of their financial situation and specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable based on account size and investment strategies. Some fixed index annuities are included in fee calculations while others are excluded.