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
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 Activities
Kelly sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Kelly also owns Craneo Rose Decor since 2016.