Legend Financial Advisors INC
Assets Under Management
$335.4M
Number of Clients
216
Number of Advisors
3
Average Client AUM
$1.6M
AUM per Advisor
$111.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Legend Financial Advisors provides investment management, investment analysis, financial planning, retirement plan consulting, and general financial consulting. Services are tailored to client needs and may include cash flow analysis, tax planning, insurance review, education planning, and estate planning. They manage portfolios on a discretionary basis and offer consulting on held-away assets.
Fee Structure
Minimum Investment:$300K
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Location
5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237
