Legacitree Wealth Management offers investment management focused on capital appreciation and comprehensive financial planning. Investment strategies aim for diversification to increase returns and lower volatility. Financial planning includes retirement planning, cash flow analysis, and debt management. Legacitree tailors its services to each client's needs, risk tolerance, and financial goals.
Assets Under Management$7.8M
Clients70
Advisors1
Avg. per Client$110K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Legacitree Wealth Management's investment management fees are based on the amount of your portfolio and are negotiable. The fees generally range as follows:
- Less than $100,000: 1.0% to 2.5%
- $100,000 to $499,999: 1.0% to 2.0%
- $500,000 to $999,999: 1.0% to 2.0%
- $1,000,000 to $1,999,999: Negotiable
- Over $2,000,000: Negotiable
For qualified clients, Legacitree also charges a performance fee of 20% of the capital gains.
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