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Financial Planning and Advisory Services |
| Financial Planning Services |
| Legacy Financial Advisors provides clients with a comprehensive financial analysis and recommendations for their specific goals. Each report evaluates a client's current situation relative to their desired goal. The end result is a report that details the recommended optimal solution set of strategies. Billing for these services is based on a flat fee for the entire project. LFA also provides consulting services when clients have just one issue to address. These services are billed on an hourly basis. |
LFA offers clients two different services through its financial advisory services. The first is comprehensive asset management. This service includes risk assesment, investment policy statement development and account management using tactical and strategic asset allocation. Services are billed quarterly to the account and are based on assets under management. The second service is asset consulting service and does not involve management by Legacy Financial Advisors or any of its advisors. Clients are given advice on their assets utilizing resources provided by LFA on a consulting basis. These sevices are billed at an hourly rate. |
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