Legacy Global Management (LGM) is an investment advisor in Virginia. LGM offers investment advice through consultations, manages investment accounts, and provides investment supervisory services. LGM consults with clients on investment selection, manages accounts with securities-related investments, and supervises investment accounts. LGM focuses on mitigating portfolio risk and provides ongoing reports to clients.
Assets Under Management$15M
Clients102
Advisors1
Avg. per Client$150K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee structure is determined on a client by client basis and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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