Mari Legacy Group offers investment advisory services to individuals and other client types. As a fiduciary, Mari Legacy Group aims to act in the client's best interest. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. The firm also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$22M
Clients17
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Mari Legacy Group offers two investment management services:
- Asset Management: The maximum annual fee will not exceed 1.75%. Fees are based on the amount of assets managed and the complexity of the client's needs. Fees are billed quarterly in arrears.
- Comprehensive Portfolio Management: The maximum annual fee will not exceed 2.00%. Fees are based on the amount of assets managed and the complexity of the client's needs. Fees are billed quarterly in arrears.
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