Angel Legacy Advisors offers wealth management services, including investment management and financial planning, to individuals, trusts, estates, and retirement plans. Investment management involves creating a portfolio of mutual funds, exchange-traded funds, stocks, and bonds based on the client's goals and risk tolerance. Financial planning covers areas like investment planning, retirement planning, and education savings. Angel Legacy Advisors may also refer clients to other professionals like accountants and attorneys.
Assets Under Management$2.2M
Clients15
Advisors1
Avg. per Client$150K
Avg. per Advisor$2.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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