Our vast industry experience has taught us that certain fee structures can severely hamper the value of our clients’ portfolios. As trusted investment partners, Legacy is solely focused on growing – not detracting – from our clients investment portfolios. As such, our fees are not only transparent and competitive, but negotiable and comprehensible.
Ongoing, open communication with our clients means they always know the value of the advice and service they receive for the fees they pay. This ensures longstanding trust with our clients and more importantly, their peace of mind
The fees that each client pays are as unique as the size and complexity of their portfolio as well as their specific requirements. Fees are negotiated in alignment with the interest of our investors, and we seek to ensure, wherever possible, that through our various institutional arrangements it is more cost effective to manage their portfolio through Legacy as opposed to going to an investment provider directly.
You have the right to know precisely what you’re paying for. While fee structures can be confusing at the best of times, Legacy ensures that you are in the know of all the fees to be paid and what they are allocated to. Our expert advisors assist you in identifying all the fees you are currently paying and use our size and industry pull to reduce them wherever possible as to maximise our clients future investment performance.