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. We work closely with clients 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 offer:

Customized Portfolio Management
Estate and Family Wealth Planning
Charitable Giving and Philanthropy Guidance
Alternative Investments

Our complete view of wealth management provides clients with the perspective and insight for effective decision-making, sophisticated planning and financial peace of mind.

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 each client relationship enables 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.