Legacy's fees for portfolio management are negotiable and range from 0.0% to 2.50% of assets under management. Fees are billed quarterly in advance or monthly in arrears. Financial consulting fees are fixed and up to $25,000 per year, depending on the scope and complexity of services. The firm may also charge a 0.50% fee on Illiquid Direct Participation Program (DPP) Investments. Performance-based fees are negotiable up to 20% of growth for qualified clients.
21 E. Catalina Dr., Phoenix, AZ, 85012
Get directionsAnthony owns ATOZ Auto Detail, an auto detailing business, since December 2023. He handles marketing, contracts, and bookkeeping, dedicating about 10-20% of his time to the business.