Legacy Growth Wealth Management provides investment management and financial planning services. Financial planning covers business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Investment management involves creating and managing a portfolio based on a client's goals and risk tolerance.
Assets Under Management$2M
Clients9
Advisors1
Avg. per Client$220K
Avg. per Advisor$2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...