Family Legacy Financial Solutions is a family-run company offering financial advice to help families build their legacy. They provide financial planning, investment management (through a wrap fee program), and insurance services. They tailor their advice to your individual needs, considering your financial situation, goals, and risk tolerance. They use Charles Schwab as custodian for investment accounts.
Assets Under Management$140M
Clients345
Advisors4
Avg. per Client$410K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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