Legacy Folios provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's financial situation. Legacy Folios generally invests in mutual funds, fixed income securities, real estate funds, equities, ETFs, and treasury inflation protected/inflation linked bonds. They require authority to make trades without client permission for each transaction.
Assets Under Management$70M
Clients60
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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