eLegacy Financial directs clients to third-party investment advisors. They do not manage assets directly. They are compensated through a fee-sharing arrangement with the advisors they recommend. Specific client investment strategies depend on the client's financial situation and risk tolerance. Clients cannot impose restrictions on investments based on their values or beliefs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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