Legacy Solutions offers investment advice tailored to each client's needs. This includes managing investments and, if requested, providing financial planning and consulting. Legacy Solutions primarily recommends stocks, bonds, mutual funds, and exchange-traded funds. They also offer financial planning as a separate service. For clients wanting exposure to Bitcoin, cryptocurrencies, or digital assets, Legacy Solutions will advise the client to consider a potential investment in corresponding exchange traded securities, or an allocation to separate account managers and/or private funds that provide cryptocurrency exposure.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and can vary based on factors such as the amount of assets invested, complexity, and servicing needs. Similar clients could pay different fees.