Family Legacy Advisors (FLA) offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. FLA creates an investment plan and may use model allocations. FLA may also direct clients to third-party investment advisors. FLA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$32M
Clients89
Advisors4
Avg. per Client$350K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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