AZ Legacy Wealth provides investment management services to individuals. They determine investment strategies based on your goals, time horizon, and risk tolerance. Clients can place restrictions on certain investments. AZ Legacy Wealth may use a Unified Managed Account Exchange Program, retaining Envestnet Asset Management, Inc. as the Overlay Manager.
Assets Under Management$60M
Clients330
Advisors1
Avg. per Client$180K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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