Leges Wealth Management offers customized wealth management services to individuals and high net worth individuals. This includes investment management, where they create a portfolio strategy based on your goals, risk tolerance, and financial situation, primarily using exchange-traded funds (ETFs). They also offer financial planning services covering areas like retirement, education savings, and insurance needs. Leges Wealth acts as a fiduciary, committed to your best interests.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees may be negotiable. Qualified Clients may be offered a performance-based fee option (0.50% annually plus 20% of gains exceeding an 8% annual hurdle rate).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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