Legacy Knight provides comprehensive planning, advisory, and investment services to high-net-worth families, focusing on securing and growing their legacy. They offer outsourced chief investment officer (OCIO) services for families with existing teams and access to exclusive investment opportunities through Legacy Knight Capital Partners. Investment advice is tailored to each family's goals and risk tolerance, with a focus on value-driven decisions and strategic asset allocation.
Assets Under Management$2.2B
Clients55
Advisors3
Avg. per Client$40M
Avg. per Advisor$730M
Fee Structure
Minimum Investment:$25M
Planning is included in investment management
Minimum Annual Fee:$187,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Fixed income solutions are charged 0.30% annually. Minimum annual fee for new families is $187,500, but may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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