Legacy Wealth Management Group offers investment management services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide comprehensive or issue-specific financial planning services covering risk assessment, investment planning, estate planning, financial organization, and financial decision-making. Additionally, Legacy Wealth Management Group offers consulting services on a limited scope of work, billed hourly or at a fixed fee. Some representatives can provide consulting services for clients initiating 1031 exchanges of real property.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.