Legacy Beyond Wealth LLC offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. LBW LLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$340M
Clients14
Advisors1
Avg. per Client$24M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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