Legacy Wealth Advisors provides investment management and financial planning services. For clients with $500,000 or more invested, they offer estate planning and personal tax planning. They may also recommend third-party managers. Fees are negotiable and billed quarterly. The firm's owners also have outside business activities that may present conflicts of interest.
Assets Under Management$100M
Clients220
Advisors2
Avg. per Client$470K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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