Legacy Financial Independent Advisors provides customized wealth management solutions through continuous personal contact and investment management. The firm designs portfolio strategies primarily using individual stocks, mutual funds, exchange-traded funds, and individual bonds. Legacy Financial Independent Advisors acts as a legally required fiduciary, working closely with clients to understand their financial goals, risk tolerance, and time horizon before constructing and monitoring their investment portfolios. In addition to investment management, the firm offers financial planning services covering retirement, tax strategies, personal savings, education, and insurance needs, as well as advisory services for retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Fixed annual rates or fixed fees may be charged in certain circumstances.