Legacy Capital Group California, INC.
Legacy Capital Group California offers investment advice through consultations and advice on securities, money managers, and managed accounts. They do not manage investment advisory accounts without investment supervisory services, issue periodicals or special reports about securities, provide a timing service, or participate in wrap-fee programs. Legacy Capital Group California recommends money managers and investment opportunities to clients, along with the percentage to allocate to each recommendation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
Accounts not managed via an SMA by a third-party money manager may have a different fee schedule which will be disclosed at the time the recommendation is made to the Client. Potential fee schedules are noted here: - Active Income Strategies: flat 0.75% - Axcelus Private Placement Annuity accounts: flat 1.25% except active income, which is 0.75% - Axcelus Private Placement Life accounts: flat 1.45% except active income, which is 0.75% - Recommended Mutual Fund for accounts less than $100,000: flat 0.25% - Buffered Funds: 0.5% - Custom passive allocation: 1% - Treasuries: no fees collected