OneLegacy Advisors provides ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial plans, including investment, insurance, tax, retirement, education, and debt/credit planning, are included with portfolio management at no extra cost. OneLegacy Advisors primarily recommends mutual funds, fixed income securities, insurance products, equities, and ETFs.
Assets Under Management$5M
Clients19
Advisors1
Avg. per Client$260K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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