Legacy Financial Designs manages individually tailored investment portfolios and offers comprehensive financial planning services. The firm uses Modern Portfolio Theory and a passive investment approach, focusing on low costs and broad diversification primarily through index funds and exchange-traded funds. In addition to investment management, Legacy Financial Designs provides holistic financial planning covering areas such as retirement, tax strategies, estate planning, cash flow, employee benefits, college savings, and business consulting. Services are tailored to each client's individual goals, risk tolerance, and tax considerations. The firm serves individuals and high-net-worth clients without enforcing a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.30% |
| $75.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Upfront onboarding fee of $1,000 to $10,000 applies. Up to $500,000 of assets managed at no additional fee for clients enrolled in ongoing financial planning.
