Legacy Road manages investment portfolios and provides personalized advisory services to high-net-worth individuals, family offices, and corporations. Operating on both a discretionary and non-discretionary basis, Legacy Road designs diversified portfolios using money-market shares, fixed income, public equities, mutual funds, exchange-traded funds, and alternative investments such as real estate and private credit funds. In addition to investment management, Legacy Road offers non-investment advisory consulting services including budgeting, cash flow analysis, tax coordination, philanthropic planning, estate planning, and business succession planning. The firm may utilize third-party asset managers, turnkey asset management platforms, and artificial intelligence tools to support its research and administrative functions.
Fee Structure
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 are negotiable at the discretion of Legacy Road based on client complexity, assets placed under management, and portfolio style.