Legacy Wealth Management Group manages investment portfolios and provides financial planning. They develop a personal investment policy for each client based on their goals, risk tolerance, and time horizon. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Legacy Wealth uses Forum Financial Management for back-office services.
Assets Under Management$1.6M
Clients5
Advisors1
Avg. per Client$320K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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