Legacy Investment Advisors provides investment management services to both institutional and individual clients. For individuals, investment strategies are tailored to their goals, time horizon, and risk tolerance. Legacy's investment philosophy focuses on long-term growth and exceptional client service, using a disciplined approach based on global macro quantitative analysis and fundamental research. Legacy also offers financial plans covering areas like retirement, estate, and college planning.
Assets Under Management$27M
Clients59
Advisors3
Avg. per Client$460K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...