Legacy PCG provides financial planning, consulting, and investment management services. Financial planning covers retirement, education, trust and estate, cash flow, insurance, tax, and investment policy. Investment management is offered on a discretionary or non-discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. Legacy PCG also provides retirement plan consulting services to qualified employee benefit plans.
Fee Structure
Legacy PCG offers investment management services for an annual fee based on the value of your investments. This fee typically ranges from 0.50% to 1.00% per year, depending on the size and composition of your portfolio and the services provided. Financial planning services can be included as part of the investment management fees. The fee is charged quarterly, in advance, based on the market value of your investments on the last day of the previous billing period.