BIAR Legacy provides investment management services, building and managing portfolios based on client's individual needs. The firm invests primarily in US equities, but may also include real estate funds, commodities, precious metals, bonds, and non-US securities. BIAR Legacy also offers financial advising services, including coaching and consulting on personal finance, marriage & family finance, small business, investments, insurance, taxes, retirement, education, and estate planning.
Assets Under Management$5.4M
Clients45
Advisors1
Avg. per Client$120K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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