Legacy Wealth Planning Group offers investment management and financial planning services. They customize portfolios based on client objectives, using a tactical allocation strategy. Financial planning includes retirement strategies, tax optimization, cash flow analysis, estate planning, and asset protection.
Assets Under Management$34M
Clients18
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...