Legacy Wealth Management provides investment advice and financial planning to individuals, high-net-worth individuals, and charitable organizations. Legacy WM offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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