Legacy Wealth Management (LWM) offers portfolio management and financial planning services. LWM creates customized investment portfolios using individual securities based on each client's financial goals and risk tolerance. Financial planning services, including cash flow, retirement, and insurance analysis, are typically provided alongside investment management. LWM primarily serves individuals and families, but may also serve institutions.
Assets Under Management$460M
Clients68
Advisors4
Avg. per Client$6.7M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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