Legacy Advisory Group Inc. offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Legacy Advisory Group Inc. may provide advisory services through programs sponsored by LPL Financial LLC. They generally limit their investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and private placements.
Assets Under Management$44M
Clients62
Advisors1
Avg. per Client$710K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Maximum fee is 2.00% of assets under management. Legacy Advisory Group Inc. also participates in LPL Financial sponsored advisory programs (OMP, MWP, SWM II) with maximum fees of 2.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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