Assets Under Management
$140.0M
Number of Clients
345
Number of Advisors
4
Average Client AUM
$406K
AUM per Advisor
$35.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Family Legacy Financial Solutions offers financial planning, investment management, and insurance services. They focus on building legacies for families, prioritizing client interests. Financial planning involves in-depth discussions and personalized plans. Investment management uses a wrap fee structure and proprietary risk tolerance system. Insurance recommendations include life, disability, long-term care, and fixed annuities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Investment management fees are negotiable.
6501 Weston Pkwy, Suite #300, Cary, NC, 27513