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Updated September 28, 2026. Quick answer: Legacy Wealth Partners discloses a maximum, individually negotiated rate of 1.5% in its Form ADV Part 2A (February 18, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (February 18, 2026): “For portfolio management services, Legacy Wealth charges an annual fee of up to 1.50% of assets under management. Portfolio management fees are payable quarterly, in advance, based on the value of the portfolio at the end of the previous quarter as determined by the custodian.”
Note: CRD 333032 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. Legacy Wealth Partners, LLC is the registered adviser, based in Lakewood, Colorado, and it uses the same name in the market. The firm reports about $646.0 million in regulatory assets under management across 2,028 accounts. The priced figure is the stated maximum for portfolio management services, and the firm reports individual clients among its client base.
The published maximum: 1.5% per year (The 1.50% is the stated maximum for portfolio management, not a schedule. The brochure says the annual fee does not include the sub adviser’s fees, and that fees charged by Assetmark, Parametric Portfolio Associates, Brinker Capital Investments and SMArtX Advisory Solutions are separate from and in addition to the firm’s fees and are debited directly from the client account. The management fee is also exclusive of and in addition to brokerage commissions, transaction fees and other related costs, and it is separate from mutual fund and ETF fund-level expenses. Cash and cash equivalents count as assets under management for fee purposes unless agreed otherwise in writing.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
Each balance is priced at the stated 1.50% maximum applied to the whole account. This is a ceiling, not a typical or scheduled charge: the brochure says the servicing representative may negotiate the exact investment management fee within the range it discloses, so actual rates can be lower. The brochure discloses no minimum annual dollar fee, so no floor applies. The firm’s financial planning and retirement plan consulting fees are separate and are not used here.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Legacy Wealth Partners’s own published maximum rate runs up to $7,500 a year.
Comparing Legacy Wealth Partners against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (February 18, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009964
- SEC Investment Adviser Public Disclosure, Legacy Wealth Partners, LLC (CRD #333032): https://adviserinfo.sec.gov/firm/summary/333032
- Legacy Wealth Partners, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/333032/PDF/333032.pdf
Methodology. This page was built September 28, 2026, drawing on Legacy Wealth Partners’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.