Legacy Road provides investment advice through its representatives, offering both discretionary and non-discretionary services. The firm manages investments based on clients' goals and risk tolerance, using various investment types, including alternative investments for experienced investors. Legacy Road may engage with unaffiliated investment advisors. The firm also offers budgeting and cash flow analysis, and coordination with external service providers.
Assets Under Management$120M
Clients4
Advisors1
Avg. per Client$30M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 2.00% |
| $50.0M - $100.0M | 1.75% |
| $100.0M - $150.0M | 1.50% |
| $150.0M - $200.0M | 1.25% |
| $200M+ | 1.00% |
Fees may be negotiable at the discretion of Legacy Road.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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