Legacy Advisors, LLC
Assets Under Management
$4.2B
Number of Clients
220
Number of Advisors
17
Average Client AUM
$19.0M
AUM per Advisor
$246.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Legacy Advisors, LLC offers personalized financial planning, portfolio management, retirement plan consulting, and advisor selection services. Financial planning includes comprehensive plans and ongoing consulting. Portfolio management is offered on both discretionary and non-discretionary bases. They may recommend third-party money managers.
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
Location
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462