Legacy Wealth Partners offers financial planning and investment management services. Financial planning covers retirement, risk management, tax, estate, and other financial goals. Investment management is tailored to client needs, with investment decisions made for you. Legacy Wealth uses sub-advisors for back-office support, trading, and billing. They work with individuals, trusts, estates, and businesses.
Assets Under Management$650M
Clients1,064
Advisors7
Avg. per Client$610K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee of up to 1.50% of assets under management. Fee payment arrangements can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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