Reese Legacy Capital, LLC is a registered investment advisor founded in December 2023 and principally located in East Petersburg, Pennsylvania. The firm is led by Robert Reese, who serves as the principal owner and Chief Compliance Officer. Reese Legacy Capital offers continuous investment management services tailored to each client's individual needs, goals, risk tolerance, and tax considerations. The firm builds and manages portfolios primarily consisting of stocks, bonds, mutual funds, exchange-traded funds, government and municipal securities, cash equivalents, and, upon request, cryptocurrencies and digital assets. Reese Legacy Capital operates as a fee-only firm, meaning they are compensated exclusively by their clients through a percentage of the assets they manage and do not accept commissions or third-party product sales fees. The firm serves individuals, high net-worth individuals, trusts, and corporations, maintaining a minimum account size requirement of $250,000, which may be reduced or waived on a case-by-case basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and accounts of members of the same household may be aggregated for fee calculation purposes.