Ready to take control of your financial legacy?

Finance Fee Schedule for 2025

Assets Under Management
Annual Fee
Annual Fee
$0 - $500,000*
1.25%
1.25%
$500,000 - $1,000,000*
1.10%
1.10%
$1,000,000 - $2,000,000
1.00%
1.00%
$2,000,000 - $5,000,000
.90%
.90%
$5,000,000 - $10,000,000
.80%
.80%
Over $10,000,000
.70%
.70%

*This is subject to an additional annual planning fee, please review our Form ADV for additional information

“I’ve never worked with anyone like Family Legacy!”

They’ve helped me plan to send my kids to college, buy that boat I always wanted, and stay on track for retirement–which I never thought I would be able to do.

Ready to build your family legacy?

We’ve got you.

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