Legacy's fees for portfolio management are negotiable and range from 0.0% to 2.50% of assets under management. Fees are billed quarterly in advance or monthly in arrears. Financial consulting fees are fixed and up to $25,000 per year, depending on the scope and complexity of services. The firm may also charge a 0.50% fee on Illiquid Direct Participation Program (DPP) Investments. Performance-based fees are negotiable up to 20% of growth for qualified clients.
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
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Learn about disclosures →Jacob is an insurance strategist and agent at Legacy Peak Insurance, selling life insurance since March 2025. This activity takes about 10-20% of his time and occurs during security hours.