Legacy Capital Wealth Management offers investment management, consulting, and third-party money management services. Financial planning is included with investment management. Legacy Capital primarily invests in equities, fixed income, mutual funds, and exchange-traded funds. They may also recommend alternative investments. Clients can place reasonable restrictions on their accounts.
Assets Under Management$190M
Clients235
Advisors3
Avg. per Client$830K
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management
Legacy Capital Wealth Management charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.50%. This fee covers both investment management and financial planning services. The fee is charged quarterly, in advance.
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