Legend Financial Advisors, Inc.® (Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm. Legend offers personalized investment management and/or investment consulting services.
Ultra-Competitive Fee Schedule:
Legend offers its investment management clients an Ultra-Competitive fee schedule.
Investment management fees depend upon the amount of investment assets managed.
The fee structure below represents Legend’s annual investment management fee. This fee is billed on a quarterly basis.
Legend's Fiscal Annual Fee Schedule:
- .9000% on the first $500,000.00;
- Plus .8500% on the amount in excess of $500,000.00, but not greater than $1,000,000.00;
- Plus .7500% on the amount in excess of $1,000,000.00, but not greater than $2,000,000.00;
- Plus .5000% on the amount in excess of $2,000,000.00, but not greater than $5,000,000.00;
- Plus .2500% on the amount in excess of $5,000,000.00.
Legend’s Investment Consulting Fees:
Investment consulting fees are similar to that of the investment management fee schedule. If a prospective client’s investment assets are at or near $1,000,000.00 including investment assets held at brokerage firms, custodians, banks, etc. including self-directed retirement plans (ex. 401(k) plans, 403(b) plans), Legend would be the “best fit”.
Special Discount For Non-Profit Organizations!
Non-profit organizations are entitled to a discount on all fees, subject to the minimum fee.
For a Confidential Discussion Regarding Investment Management Fees, Please Contact Legend at (412) 635-9210.