133 Legacy Planning Group offers investment management where they make investment decisions for you, and financial planning, which covers topics like retirement, investments, cash flow, and estate planning. They also offer limited scope advice to retirement plans. Investment strategies are tailored to each client's goals and risk tolerance. Clients can restrict investments in certain securities.
Assets Under Management$3.3M
Clients35
Advisors1
Avg. per Client$94K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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