Family Legacy Financial Solutions is a registered investment advisor founded in 2016 and based in Cary, North Carolina. The firm is owned and managed by Joshua Stubbolo and Todd Iglehart. Family Legacy primarily serves families and individuals who are planning for or transitioning into retirement. The firm offers three core services: comprehensive financial planning, investment management through a bundled fee program, and insurance solutions. Investment management services include building customized portfolios using exchange-traded funds, mutual funds, Treasury securities, and equities, tailored to each client's risk tolerance. The firm also manages outside retirement accounts, such as 401(k) plans, through a specialized technology integration. In addition to advisory services, members of Family Legacy operate an affiliated tax preparation firm, Family Legacy Tax Solutions, and are licensed to sell insurance products. Family Legacy emphasizes a family-oriented approach and acts as a fiduciary, legally required to put client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on account complexity, investment restrictions, and household asset aggregation. Held-away account management fees range from 0.25% to 0.75%.