Angel Legacy Advisors is a wealth management firm that provides continuous personal contact, discretionary investment management, and comprehensive financial planning for individuals, trusts, estates, and retirement plans. Angel Legacy Advisors builds customized investment portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to each client's specific goals, risk tolerance, and time horizon. The firm also offers standalone financial planning and consulting services covering investment planning, retirement planning, personal savings, and education funding. In addition, Angel Legacy Advisors provides retirement plan advisory services to help business sponsors manage their plans. The firm operates as a registered investment advisor based in Lubbock, Texas.
Fee Structure
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 at the sole discretion of the Advisor. Aggregate assets under management are taken into consideration.