Legend Financial Advisors offers investment management, investment analysis, financial planning, retirement plan consulting, and general financial consulting to individuals, high net worth individuals, retirement plans, non-profit organizations, and corporate entities. Financial planning services are generally not offered without investment management or consulting services. Legend also offers sub-advisory services for pension and profit-sharing plans and other investment advisors.
Assets Under Management$340M
Clients216
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
