Legacy Wealth Management provides investment management and financial planning services to individuals and business entities. Investment management is offered through direct asset management or through Orion Portfolio Solutions. Financial planning covers retirement, legacy, insurance, investment, and tax planning. Seminars and workshops are also offered to educate the public.
Assets Under Management$6M
Clients4
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiable. For accounts managed through Orion Portfolio Solutions, additional fees apply, including administration fees (0.08%-0.45%), account maintenance fees ($25 or $50 annually), strategist fees (0.0%-0.20%), and Separately Managed Account (SMA) fees (0.35%-0.70%). The total annual fees for the OPS Program may not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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