Breadth of Services

As partners in our clients’ success, Legacy provides comprehensive wealth management for high net worth individuals, families, and select charitable organizations.  Through our broad spectrum of guidance and services, we help clients navigate the complexities of growing, preserving, and transferring their personal wealth.

One of Legacy’s key strengths is our independence and objectivity.  For a select group of clients, we will work directly with their other advisors, to review their existing investments, short and long-term goals, attitude toward risk, and individual circumstances.  As a client’s financial priorities and requirements change, we  maintain clear thought and analysis to develop solutions that make the most sense.

We recognize that good performance alone does not address the various needs of wealthy individuals and their families.  Our personal commitment to and involvement in client relationships enable us to anticipate the unique responsibilities that accompany the management of our clients’ wealth.

Our Management Fee

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.