| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
This fee schedule applies to the Betterment Program. Legacy, in its sole discretion, may charge a lesser investment advisory fee and/or charge a fixed fee based upon certain criteria.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →John works as a client advisor at Legacy Advisors, LLC, dedicating full-time hours to providing investment and financial planning advice. He is also a registered representative with M. Holdings Securities, Inc. and sells private placements, while volunteering as a treasurer for Saint Anthony Youth.