Legacy Builders Financial, LLC (LBF) manages investment portfolios and offers financial planning services. LBF creates personalized investment plans based on client goals, risk tolerance, and financial situations. LBF also offers financial planning, including cash flow management, college savings, retirement planning, and estate planning. LBF can also recommend outside investment managers.
Assets Under Management$11M
Clients28
Advisors1
Avg. per Client$410K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
The annual fee is negotiable. The same fee applies to investment management using outside managers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...