Matthew Aquilia is a CFP-designated registered investment advisor at Legacy Financial Advisors, INC., based in Covington, KY, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,065 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10M. POPS strategies have a flat fee of up to 1.50% per annum.
Fee Estimator
Location
117 East Fourth Street, Covington, KY, 41011
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business Activities
Matthew works as an investment advisor at Legacy Financial Advisors, dedicating full-time hours to advising and reviewing clients on investments and planning. He also referees youth soccer matches seasonally, spending a few hours per week on this activity.
Employment History
Current Registrations
Legacy Financial Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.