Legacy Advisory provides investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning covers areas like personal finances, taxes, retirement, and education funding. Advice is tailored to individual client needs and goals. The firm may use proprietary asset allocation models.
Assets Under Management$89M
Clients158
Advisors2
Avg. per Client$560K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Legacy Advisory charges a percentage of your portfolio's value each year. The exact fee is based on the complexity of the services, the amount of assets managed, how often your investments are reviewed, the complexity of your financial situation, and your relationship with Legacy Advisory. The fees are negotiable. Some clients' fees may be lower if they include fixed indexed annuities.
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