Legacy Wealth Advisor provides investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Legacy Wealth Advisor also provides financial planning consulting services including risk assessment, investment planning, estate planning, financial organization, and financial decision making. Investment advice is tailored to meet clients’ needs and investment objectives.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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