Legacy Investing & Wealth Management offers a convenient service where your investment portfolio is managed with very little action needed on your part. I will pick the investments and execute the transactions in your account based on your goals and the level of risk you are comfortable taking. Although I place trades in your account and have limited custody, you will always have access and control of your assets.
My service is fee based, meaning I deduct a small percentage once every quarter. The annual billing rates listed below are billed at ¼ of those rates every quarter, and that fee is deducted from the client’s account on or shortly after the last day of each quarter for the previous quarter. The minimum opening account size accepted is $100,000. Management fees are always charged in arrears and I charge no upfront fees. The following information is the fee structure for our asset management service:
$0 – $249,999 under management - 1.95% annually
$250,000 – $999,999 under management - 1.75% annually
$1,000,000 – $2,999,999 under management - 1.5% annually
$3,000,000 – $4,999,999 under management - 1.25% annually
$5,000,000 and above - negotiable
View my Form ADV (Part 1 and Part 2 Brochure) by clicking the link below.
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