Legacy Advisory Network is a registered investment advisor based in Dublin, Ohio, offering wealth management services to individuals and high-net-worth clients. The firm begins its process by developing a personalized financial plan that covers cash flow analysis, retirement planning, insurance needs, investment strategies, and estate analysis. Rather than managing your portfolio directly, Legacy Advisory Network introduces you to a network of unaffiliated third-party investment advisors who will manage your investments and make day-to-day trading decisions, while Legacy Advisory Network monitors their performance and helps keep your plan aligned with your goals. The firm requires a minimum investment of $500,000 to establish an account, though this can be met by combining accounts among family members and can be waived at the firm's discretion. In addition to advisory services, certain associated persons are licensed insurance agents and may offer insurance products for a separate commission.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Legacy Advisory Network receives a portion of the fee paid to the third-party investment manager. The combined negotiable fee will not exceed 2.00% of your portfolio's value.