Legacy Finance Group provides investment advisory services tailored to individual client needs. They offer portfolio management, which includes asset management and financial planning. They also offer financial planning and consulting services covering various areas like retirement, estate, and tax planning. Additionally, they provide portfolio monitoring services, offering asset allocation guidance within outside custodians.
Assets Under Management$750K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$750K
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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