Legacy Wealth Management provides financial planning and portfolio management services. Financial planning includes goal setting, debt management, asset protection, retirement tracking, insurance needs analysis, and tax guidance. Portfolio management uses model asset allocation portfolios with varying equity exposure. The firm manages accounts on a discretionary basis, tailoring advice to client objectives, time frame, and risk tolerance.
Assets Under Management$15M
Clients91
Advisors1
Avg. per Client$170K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.25% |
For new clients (after 1/1/2019) the fee is 1.15%. Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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