Financial Legacy Builders (FLB) is a fee-only registered investment advisor. FLB offers investment management services through third-party investment managers, assisting clients with onboarding, asset allocation, and ongoing reviews. FLB also provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Investment management is only available to ongoing financial planning clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are waived for clients engaged in ongoing financial planning services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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