| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237
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Learn about disclosures →Robert is eligible to receive bonuses for referring new clients to Legend or its sister firm, EmergingWealth Investment Management, Inc. The bonus is based on a percentage of the fees paid by the new client for the first 12 quarters.