Contrary Legacy, LLC is a wealth management firm founded in January 2023 that provides investment advisory services to individuals, family offices, and charitable organizations. Contrary Legacy helps clients develop investment policies, establish asset allocation models, review portfolio performance, and identify or select external portfolio managers. The firm primarily operates on a non-discretionary basis, meaning clients approve investment decisions, though clients can also choose to grant discretionary trading authority. Contrary Legacy may invest client funds in exchange-traded funds, index funds, mutual funds, alternative investments, and other securities, including venture capital private funds managed by its affiliate, Contrary, LLC. The firm does not participate in wrap fee programs and tailors its services to each client's specific guidelines and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiated on a client-by-client basis and may be flat fees ranging from $0 to $150,000 per year, or percentage-based fees ranging from 0.35% to 0.60% per year.