Legacy Advisory Network offers wealth management services, starting with a financial plan tailored to your needs. They help you develop a strategy to manage your finances. Once a plan is created, Legacy Advisory Network connects you with third-party investment advisors to manage your portfolio. They monitor these advisors to ensure they align with your goals and can recommend reallocating your assets to different advisors if needed. Legacy Advisory Network does not directly manage your investments.
Fee Structure
Legacy Advisory Network does not directly manage your investments. Instead, they connect you with third-party investment advisors who manage your money. Legacy Advisory Network receives a portion of the fee you pay to the third-party advisor. The total fee you pay to both Legacy Advisory Network and the third-party advisor will not exceed 2.00% of the value of your investments.