At the Legacy level, we do not charge an upfront fee or annual retainer. Our fee is a percentage of assets under management; as your assets increase, the blended rate decreases.
Our Legacy service fee includes comprehensive and ongoing Financial Planning and Investment Management services. The fee for this service is based on assets under management. The minimum aggregate account size for this service is $5 million. Generally, it is expected that all or nearly all of a client’s “manageable” financial assets will be managed by Foster & Motley.