

| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Legend Financial Advisors charges fees for financial planning and investment management services. Annual financial planning fees range from $500 to $10,000, billed semi-annually or quarterly in advance. Hourly financial planning fees range from $25 to $300 per hour depending on staff member. Investment management fees are calculated quarterly based on assets under management. They generally accept clients with a minimum of $300,000 in investable assets, but this may be waived. There is also a grandfathered fee calculation that they will be converting to the current fee schedule over the next 12 months.
5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237
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