Legacy Financial Advisors (LFA) provides financial planning and investment management services to individuals, couples, families, and trusts. LFA specializes in serving professionals, business owners, and managers. Services include portfolio construction, tax-efficient investing, and retirement planning. LFA offers advice on cash flow, risk management, college funding, estate planning, tax planning, asset allocation, and portfolio rebalancing. Services are based on hourly charges, with a quote provided upfront.
Fee Structure
Legacy Financial Advisors (LFA) offers portfolio rebalancing services at an hourly rate. The cost depends on the number of investments and the value of your portfolio. LFA also offers retainer services, which include one annual rebalance and three portfolio adjustments per year, at a discounted hourly rate. Implementation assistance, such as buying Treasuries, is billed at an hourly rate.
