Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10M.
Fee Estimator
Financial planning services are offered for a flat fee of $5,000. For investment advisory services, Legacy charges a percentage of assets under management. The standard fee schedule is 1.00% for assets less than $1M, 0.80% for assets between $1M and $3M, 0.60% for assets between $3M and $5M, and 0.50% for assets between $5M and $10M. Fees are negotiable for assets over $10M. The account minimum is typically $500,000 for new clients. Legacy Protected Outcome Portfolios (POPS) have a $200,000 minimum and a flat fee of up to 1.50% per annum.
Areas of Practice
Advisor Information
Office location
117 East Fourth Street, Covington, KY, 41011
Get directionsRegulatory History (1)
Employment Separation After Allegations
March 2013Other Business ActivitiesSells Insurance
Justin is a financial advisor at Legacy Financial Advisors, Inc., dedicating full-time hours to advising and reviewing clients on investments and planning. He also advises clients on insurance needs through appointments with multiple carriers, earning insurance commissions/sales, which takes about 10-20% of his time.