Lasting Legacy Wealth Management provides financial planning and investment management services. Financial planning covers areas like retirement, taxes, and estate planning. For investment management, Lasting Legacy uses third-party advisors to manage client portfolios, selecting model portfolios based on the client's goals and risk tolerance. Lasting Legacy monitors these portfolios and makes adjustments as needed. Educational seminars are also offered.
Fee Structure
Lasting Legacy uses third-party investment advisors to manage your portfolio. The annual management fee ranges from 1.00% to 2.00% of your portfolio's value. This fee includes the third-party advisor's fees, with a maximum of 1.00% for the third-party advisor. The total combined fees will not exceed 3.00%. The fee is negotiable based on the size of the account, and you may aggregate accounts to receive a lower fee. The fee is either billed monthly in arrears based on the average daily balance or quarterly in advance based on the market value.