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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Investment management fees are negotiable.
Fee Estimator
Financial planning fees are fixed, with a typical minimum charge of $2,500, determined by scope and complexity, and are negotiable. This fee is usually waived for new clients who engage Family Legacy to provide investment management services for portfolios with more than $1,000,000 of assets. Investment management fees range from 0.7% to 1.25% annually, based on assets under management. These fees are negotiable. Portfolio management fees for held-away accounts range from 0.25% to 0.75% per year. Insurance commissions are received for selling insurance products.
Areas of Practice
Advisor Information
Office location
6501 Weston Pkwy, Suite #300, Cary, NC, 27513
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is an independent insurance agent selling and servicing health and life products, dedicating minimal time to this. He is also a managing member of Family Legacy Financial Solutions, LLC, taking about a quarter of his time, and a CPA/Enrolled Agent/Tax Preparer and CFO for Family Legacy Tax Solutions, LLC, spending a few hours per week.