Legacy Wealth Planning (LWP) offers personalized financial planning and investment management services. LWP works with clients to develop and implement financial plans, covering areas like retirement, investments, and estate planning. LWP is a fee-only firm, meaning it only gets paid by its clients for its services.
Assets Under Management$23M
Clients50
Advisors1
Avg. per Client$470K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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