Legacy Investment Strategies provides ongoing asset management services by determining clients' financial goals, risk tolerance, and time horizons. Investment strategies, asset allocation, and portfolio monitoring are based on these factors. Legacy also offers financial planning services, including investment, life insurance, tax, retirement, education, and debt/credit planning.
Assets Under Management$100M
Clients218
Advisors8
Avg. per Client$480K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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