ABS Legacy Partners offers investment advisory services including asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. ABS Legacy Partners uses third-party investment advisors to implement investment portfolios. The firm gathers client information to assist in the selection of a third-party money manager. Clients are expected to notify ABS Legacy Partners of any changes in their financial situation.
Fee Structure
ABS Legacy Partners offers asset management and comprehensive portfolio management services. The maximum annual fee charged for either service will not exceed 1.75% or 2.00%, respectively. Fees are billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts. Clients utilizing third-party managers will not be charged a combined annual fee exceeding 2.00%. This fee is in addition to any fees assessed by the chosen third-party money manager.