| Assets Under Management | 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 amounts over $10M.
117 East Fourth Street, Covington, KY, 41011
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Learn about disclosures →Michael is appointed with multiple insurance carriers and owns 33.3% of 4th Street, LLC, a real estate company that owns the building Legacy occupies. He also owns 33.3% of Bridge Partners, USA, an insurance solution for advisors, dedicating minimal time, and 16% of Financial Fitness Powered by Legacy, LLC, an education company, dedicating minimal time.