Legado Wealth Management offers tailored investment advice and discretionary or non-discretionary asset management. They focus on long-term investing but may adjust positions based on market conditions or client needs. Legado evaluates investments using internal due diligence and may recommend reallocations or cash positions. They do not hold client funds; assets are managed at a custodian.
Assets Under Management$51M
Clients75
Advisors2
Avg. per Client$680K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Legado Wealth Management charges an annual investment management fee of up to 2.00% of your portfolio, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are paid quarterly or monthly, either in advance or after the service is provided. Fees may be negotiable.
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