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 | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Legend Financial Advisors charges fees for financial planning and investment management services. Annual financial planning fees range from $500 to $10,000, billed semi-annually or quarterly in advance. Hourly financial planning fees range from $25 to $300 per hour depending on staff member. Investment management fees are calculated quarterly based on assets under management. They generally accept clients with a minimum of $300,000 in investable assets, but this may be waived. There is also a grandfathered fee calculation that they will be converting to the current fee schedule over the next 12 months.
Areas of Practice
Advisor Information
Office location
5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237
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
Robert is eligible to receive bonuses for referring new clients to Legend or its sister firm, EmergingWealth Investment Management, Inc. The bonus is based on a percentage of the fees paid by the new client for the first 12 quarters.