Legacy Wealth Advisors is a registered investment advisor that offers comprehensive wealth management services, which include financial planning, consulting, and both discretionary and non-discretionary investment management. Legacy Wealth Advisors builds customized portfolios by allocating client assets among mutual funds, exchange-traded funds, privately placed securities, and independent investment managers. The firm tailors its services to the unique needs, risk tolerance, and time horizon of each client, and assists with retirement planning, estate planning, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee ranges between 0.25% and 1.50% depending on portfolio size and composition, services rendered, and the individual advisor. Fees are negotiable.