Legacy Partner Group offers customized investment management services, tailoring advice to each client's needs and objectives. Legacy uses a tactical allocation strategy aimed at reducing risk and increasing performance, employing various securities. Legacy does not have any minimum requirements for opening or maintaining an account.
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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.45% |
Fees may be negotiable. Trust account fees are: 1.40% on the first $100,000, 1.25% on the next $150,000, 1.10% on the next $250,000, 1.00% on the next $500,000, 0.90% on the next $1,000,000, 0.75% on the next $3,000,000, and 0.50% on amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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