Legacy Private Client Services (LPCS) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LPCS creates an Investment Policy Statement for each client. LPCS primarily recommends real estate funds, but may also use mutual funds, fixed income securities, equities, ETFs, and non-U.S. securities. LPCS may also act as a subadvisor to other advisors.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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