Legacy Financial Advisors offers investment advice tailored to individual client needs. Services include managing investment portfolios, creating financial plans, and consulting for financial institutions. For investment management, Legacy Financial Advisors uses different investment models and charges a fee based on the total value of the client's portfolio and how assets are distributed among the models. Financial planning services may be provided on an ongoing or as-needed basis and may include retirement planning, education planning, and estate planning issues.
Fee Structure
Legacy Financial Advisors charges a percentage of the value of your portfolio for investment management. The fee is calculated based on the different investment models used and how your assets are allocated among them. The maximum annual advisory fee is 1.50%.