LegacyBridge Wealth Management offers financial planning services covering investment planning, insurance, tax, retirement, college, and estate planning. They also direct clients to third-party investment advisors like Orion Portfolio Solutions and Efficient Advisors for investment management. LegacyBridge monitors these accounts and reviews them with clients. Pension consulting services are also available.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5M+ | 0.65% |
These fees are what LegacyBridge receives when directing clients to Efficient Advisors. The client also pays 0.35% to Efficient Advisors, for a total fee of 1.15% or 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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