Overview

Headquarters
Plano, TX
Total Firm Assets
$379 million
Average High-Net-Worth Client Portfolio Size
$2.5 million

Fee Disclosure

Source: LEGACY CONSULTING GROUP ADV PART 2A BROCHURE (2026-03-11) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $1,500,000 0.95%
$1,500,001 $2,000,000 0.90%
$2,000,001 $5,000,000 0.80%
$5,000,001 $7,000,000 0.75%
$7,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $43,250 0.86%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
92.06%
Number of High-Net-Worth Clients
141
Total Client Accounts
516
Discretionary Accounts
465
Non-Discretionary Accounts
51

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
108541
  • LEGACY CONSULTING GROUP ADV PART 2A BROCHURE (2026-03-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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