Legacy Financial Designs (LFD) manages investment portfolios and offers financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. LFD offers ongoing comprehensive planning and project-based planning.
Assets Under Management$23M
Clients38
Advisors1
Avg. per Client$600K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
Annual fees are negotiable. This service is only available for clients utilizing their ongoing financial planning services. For clients with $250,000 or more in managed assets, ongoing comprehensive financial planning will be included without an additional fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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