Legacy Edge Advisors, LLC is a registered investment advisor based in Syosset, New York, formed in August 2023. The firm offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance through an Investment Policy Statement. Portfolio management includes investment strategy, asset allocation, asset selection, and regular monitoring. Legacy Edge Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, exchange-traded funds, commodities, non-U.S. securities, venture capital funds, and private placements. In addition to investment management, the firm provides standalone financial planning covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt management. The firm operates with a fiduciary duty under federal and state laws, requiring them to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee ranges up to 2.50% of assets under management. Fees are generally negotiable and may be charged as a single rate or tiered rate.