Legacy Capital Group California, INC.
Assets Under Management
$608.4M
Number of Clients
256
Number of Advisors
4
Average Client AUM
$2.4M
AUM per Advisor
$152.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Legacy Capital Group California offers investment advice through consultations, advice on non-securities matters, and recommendations on securities, money managers, and managed accounts. They do not manage accounts without supervisory services or offer wrap-fee programs. They are a fiduciary, acting in clients' best interests. AUM as of February 28, 2025, is $608,388,867.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
These fees are the REACT Investment Solutions, LLC platform fee schedule.
Fee Estimator
Legacy Capital Group California typically charges a $5,000 planning fee for individuals, due upon agreement. Fees may increase for complex plans or businesses and are always agreed upon in writing. Financial reporting and investment recommendations are often provided through their affiliate, REACT Investment Solutions, LLC, which has its own fee schedule. All fees are subject to negotiation. Principals and advisors may receive commissions from insurance and securities products, creating a potential conflict of interest. REACT's platform fees are tiered: 2.0% on assets from $0-$1,000,000, 1.5% on assets from $1,000,001-$4,000,000, 1% on assets from $4,000,001-$7,000,000, and 0.9% on assets over $7,000,000. Other investments may have different fee schedules, disclosed at the time of recommendation. Hourly consulting ranges from $200-$500. Flat fees for individuals range from $2,500 to $10,000, and for businesses, $5,000 to $25,000.
Areas of Practice
Location
459 Monterey Avenue, Suite 100, Los Gatos, CA, 95030