Williamson Legacy Group offers personalized financial planning and investment advisory services. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment management is offered on both discretionary and non-discretionary bases, using equity securities, mutual funds, and ETFs. The firm may also recommend external money managers. Services are tailored to each client's financial situation and investment objectives.
Assets Under Management$210M
Clients362
Advisors5
Avg. per Client$580K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees may be negotiable. Some clients have historical fee schedules with higher rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...