Storen Legacy Partners offers investment management and financial planning services to individuals and other clients. They provide portfolio management on a discretionary or non-discretionary basis, along with financial planning and consulting services covering areas like retirement, estate, and college planning. They may also recommend third-party money managers and use Dynasty Financial Partners for operational support.
Fee Structure
Storen Legacy Partners charges a maximum of 2.50% annually for portfolio management services. This fee is calculated quarterly in advance based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals over $100,000 during the quarter. The advisory fee is negotiable based on individual client circumstances and account type. Family accounts may be combined to potentially reduce the fee. For assets held away from the firm, fees follow the portfolio management fee schedule.