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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
This fee structure applies to clients in the Betterment Program. Legacy may charge a lesser investment advisory fee and/or charge a fixed fee based upon certain criteria.
Fee Estimator
Financial planning fees range from $10,000 to $100,000. Hourly fees for financial planning range from $100 to $400. Portfolio management fees vary, generally up to 1.25%. Clients participating in the Betterment Program pay fees according to a tiered schedule (see table). Advisory fees are negotiable and may vary among clients. Clients also incur fund expenses and brokerage fees.
Areas of Practice
Advisor Information
Office location
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462
Get directionsRegulatory History (1)
Customer Dispute
October 2011Other Business Activities
Steven works as a retirement plan services advisor for Legacy Advisors, LLC and M. Holdings Securities, Inc., spending nearly full-time hours on these activities. He also participates in private placement sales and owns rental property through Mignogna Family, LLC, dedicating minimal time to each.