Legacy Chief Financial Office (Legacy CFO) provides both comprehensive financial planning and investment advisory services. Financial planning involves a one-on-one relationship with a planner to develop and implement a plan covering areas like net worth, cash flow, insurance, retirement, and estate planning. Legacy CFO also manages individually tailored investment portfolios based on a client's goals and risk tolerance.
Assets Under Management$110M
Clients72
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. The annual fees are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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