Legend Private Wealth (LPW) offers comprehensive financial management, including financial planning, investment advisory, and private equity administration. LPW collaborates with clients to create financial plans tailored to their needs, goals, and risk tolerance. Investment advice is based on client objectives and risk tolerance, using tactical and strategic model portfolios. LPW also offers digital asset administration services through a partnership with Eaglebrook Advisors.
Assets Under Management$65M
Clients45
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $15.0M | 0.70% |
| $15M+ | 0.70% |
Fees negotiable for accounts greater than $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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