Legacy Edge Advisors offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement to guide investment decisions. Financial planning services cover areas like retirement, college, and tax planning. Legacy Edge Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$900M
Clients427
Advisors16
Avg. per Client$2.1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Legacy Edge Advisors charges an annual fee of up to 2.50% of the value of your portfolio. The fee is negotiable and may be lower for family members living in the same household.
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