Legacy Wealth Advisors creates tailored investment policies based on client's risk tolerance and financial goals. Legacy offers both discretionary and non-discretionary asset management services. Financial planning services are included for asset management clients. Clients below the asset management threshold are offered financial planning on a one-time basis.
Assets Under Management$850K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$850K
Fee Structure
Minimum Investment:$20K
Planning is included in investment management
Legacy Wealth Advisors charges a percentage of your portfolio each year, ranging from 0.5% to 2%. The fee is calculated based on the value of your account at the end of the previous quarter and is paid quarterly. Cash in your account is included in the calculation only if it's part of an investment strategy. Financial planning is included as part of asset management.
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