Assets Under Management
$1.3B
Number of Clients
1,032
Number of Advisors
13
Average Client AUM
$1.2M
AUM per Advisor
$96.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Legacy Financial Advisors specializes in investments, estate planning, and risk management services. They offer tailored financial planning, investment management through Legacy's portfolio allocation strategy, and Protected Outcome Portfolios (POPS). They may recommend independent managers and offer advice on various investment options.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10M.
117 East Fourth Street, Covington, KY, 41011