Aquium Legacy Partners operates as a boutique multi-family office offering customized investment management and wealth planning coordination to a limited number of substantial family clients. Aquium Legacy Partners constructs portfolios utilizing public equities, fixed income, exchange-traded funds, separately managed accounts, structured notes, and private market investments such as private equity, private credit, and real assets. Aquium Legacy Partners conducts ongoing due diligence, manager selection, and risk monitoring, alongside consolidated performance reporting. Wealth planning coordination—covering tax planning, philanthropic strategies, and estate planning—is included within the core investment management fee. Aquium Legacy Partners does not provide legal, accounting, tax preparation, or trustee services, and does not manage retirement accounts such as individual retirement accounts or federal retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are negotiable and set forth in each client's written agreement. All services including wealth planning coordination are included in this fee.