Contrary Legacy is a wealth management firm offering investment advisory services. They help clients develop investment policies, determine asset allocation, provide performance evaluation reports, and assist in selecting portfolio managers. Clients can choose to have Contrary Legacy manage a portion of their accounts, investing in ETFs, index funds, mutual funds, and other securities. They do not participate in wrap fee programs.
Assets Under Management$89M
Clients19
Advisors2
Avg. per Client$4.7M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiated on a client-by-client basis and range from 0.35% to 0.60% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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