Assets Under Management
$608.4M
Number of Clients
256
Number of Advisors
4
Average Client AUM
$2.4M
AUM per Advisor
$152.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Legacy Capital Group California offers investment advice through consultations, advice on non-securities matters, and advice about securities, money managers, and managed accounts. They do not manage accounts without investment supervisory services or offer wrap-fee programs. They are affiliated with REACT Investment Solutions, LLC, which provides financial reporting and back-office services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
Fee schedule applies to investments via the REACT platform. Accounts not managed via an SMA may have a different fee schedule.
459 Monterey Avenue, Suite 100, Los Gatos, CA, 95030