Legacy Investment Advisors LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. This includes investment strategy, asset allocation, and regular monitoring. Legacy Investment Advisors generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs (including ETFs in the gold and precious metal sectors).
Assets Under Management$64M
Clients260
Advisors2
Avg. per Client$250K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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