Legacy Solutions, LLC manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, and business owners. The registered investment advisor builds diversified portfolios primarily using stocks, bonds, mutual funds, and exchange-traded funds, while offering ongoing monitoring and review. For clients requesting financial planning, Legacy Solutions covers areas such as retirement planning, tax strategies, and estate planning guidance. The firm also assists retirement plan sponsors with selecting and monitoring investment options. Legacy Solutions operates on a fee basis, charging investment management fees based on a percentage of assets under management, and may offer standalone financial planning on a fixed-fee or hourly basis. Representatives of the firm may also offer commission-based products through separate affiliations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fee varies from negotiable up to 1.50% depending on assets, complexity, and other factors.