Legacy Financial Advisors offers financial planning and investment advisory services to individuals, families, businesses, and organizations. Legacy helps clients with estate planning, retirement planning, and investment planning. Legacy may recommend independent investment managers. Legacy's portfolio strategy includes capital preservation and growth portfolios. Legacy also offers Planned Outcome Portfolio Strategies (POPS) with enhanced risk management controls.
Assets Under Management$1.5B
Clients1,065
Advisors13
Avg. per Client$1.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 accounts over $10M. POPS strategies have a flat fee of up to 1.50% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...