Legion Private Wealth Management offers investment management through a third-party platform or co-advisor services, and financial planning and consulting services. Legion can recommend investments in Delaware Statutory Trusts (DSTs). Financial planning covers areas like retirement, taxes, insurance, and estate planning. Legion acts as a fiduciary, putting clients' interests first.
Fee Structure
Legion Private Wealth Management offers investment management services through a third-party platform or co-advisor services. Fees for these services generally range from 0.50% to 1.00% of the assets managed. These fees are negotiable and are in addition to fees charged by the third-party platform or co-advisor. The third-party platform also charges fees ranging from 0.085% to 0.15% of assets managed through the platform. The co-advisor also charges fees ranging from 0.50% to 1.00% of client assets managed under the co-advisor agreement.