Plan ahead for life’s milestones. With a tailored plan, digital tools and a core, strategic portfolio tailored to your values and priorities, you can focus on what matters most—living your life.
Legacy Apex Advisors Managed Portfolios Advised accounts have a $25,000 minimum to open. Legacy Apex Advisor Managed Portfolios start at 0.9% of your assets under management annually. However, pricing for other advised products will vary, and your advisor will walk you through the pricing for your individual plan.Learn more
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