Legacy Covenant LLC, operating as Legacy Advisors, is an investment advisory firm in Summersville, West Virginia. Legacy Advisors offers long-term portfolio management, retirement planning, and ongoing financial planning services to individuals, families, and small businesses. The firm does not receive commissions or sell financial products.
Assets Under Management$480K
Clients6
Advisors1
Avg. per Client$79K
Avg. per Advisor$480K
Fee Structure
Minimum Investment:$50
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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