Legacy Financial Independent Advisors (LFIA) offers wealth management and financial planning services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. LFIA works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy. They construct portfolios primarily consisting of individual stocks, mutual funds, and exchange-traded funds. LFIA may also recommend unaffiliated investment managers. Financial planning services are offered as part of wealth management or as a separate engagement.
Assets Under Management$450M
Clients711
Advisors6
Avg. per Client$630K
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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