Legacy Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Services include estate planning, retirement planning, family business planning, and risk management. Investment management involves discretionary or non-discretionary management of investment portfolios, primarily using mutual funds, ETFs, privately placed securities, and independent investment managers.
Fee Structure
Legacy Wealth Advisors offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance. Alternatively, Legacy Wealth Advisors may charge a fixed fee for investment management services, which will be individually negotiated.