Info

Legacy is a fee-only firm. Although we offer a wide range of wealth management services, we bill our clients only for portfolio management. Consistent with standard investment counseling practices, our fee is based on the market value of the assets being managed. Our annual fee, billed quarterly in advance, is:1.00% on the first $5 million 0.75% on the next $5 million 0.50% thereafter We do not receive a commission or other compensation from the sale of any financial products. Our only incentive is to preserve and responsibly grow our clients' wealth.