EmergingWealth Investment Management, Inc.
Legend Financial Advisors, Inc.’s® (Legend) Sister Firm, EmergingWealth Investment Management, Inc.® (EmergingWealth) Provides Investment Management and/or Investment Consulting Services Only to Individuals Whose Wealth is Emerging, Subject to the Minimum Quarterly Fee (See Below).
Like Legend, EmergingWealth is a Fee-Only1, FiduciaryxThe Department of Labor’s definition of a Fiduciary demands that advisors act in the best interests of their clients, and to put their clients' interests above their own. It leaves no room for advisors to conceal any potential conflict of interest, and states that all fees and commissions must be clearly disclosed in dollar form to clients.
Source: Investopedia U.S. Securities and Exchange Commission Registered Investment Advisory Firm with Its Headquarters Located in Pittsburgh, Pennsylvania.
Why Become A Client Of EmergingWealth?:
It’s Simple! EmergingWealth Offers Lower Minimum Fees than its Sister Firm, Legend!
EmergingWealth has a Lower Minimum Quarterly Fee of $750.00, Whereas, Legend has a Minimum Quarterly Fee of $2,250.00.
Fees will be Billed on Investment Assets that can be Directly Managed or Overseen. These would Include Investment Assets Held at Brokerage Firms, Custodians, Banks, Annuities that the Client has Purchased Elsewhere, Educational Accounts such as 529 Plans, etc. as well as Self-Directed Retirement Plans [ex. 401(k) Plans, 403(b) Plans].
EmergingWealth's Fiscal Annual Fee Schedule:
- 1.000% on the first $500,000.00;
- Plus .7500% on the amount in excess of $500,000.00 but not greater than $2,000,000.00;
- Plus .5000% on the amount in excess of $2,000,000.00, but not greater than $5,000,000.00;
- Plus .2500% on the amount in excess of $5,000,000.00.
EmergingWealth Provides Essentially Identical Investment Portfolios as Those Offered at Legend Since Those Clients’ Portfolios are Sub-Advised by Legend. Both Legend and EmergingWealth Share a Common Advisory Team and Investment Committee. Both Firms Low Fee Structure is Similar Except EmergingWealth’s Minimum Quarterly Fee is Lower.