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FOUR REASONS TO CHOOSE LEGEND

  1. Legend is a Fee-Only1, Registered Investment Advisory Firm.  Fee-Only1 Means Legend is Compensated Exclusively by Client Fees.  Unlike Legend, Fee-Based Advisors and Brokerage Firms have Numerous Conflicts of Interest Due to the Fact that they Receive Commissions.

  2. Legend and its Advisors are Fiduciaries who are Required to Work in their Clients’ Best Interests At All times and Disclose Conflicts.

  3. Legend Designs Dynamic, Creative and Personalized Financial Planning and Investment Solutions for Its Clients.

  4. Legend Emphasizes Low-Cost Investments Where Possible that are Allocated and Traded in an Income Tax-Efficient Manner.

 

Legend’s Fee-Only And Transactions Disclosure:
 

1 Legend Financial Advisors, Inc.® (Legend) is a Fee-Only Advisory Firm. Fee-Only Means Legend Never Receives Any Commissions.

Legend’s Clients Will Not Pay (a) a Transaction Fee (also Known as a Trading Fee or Commission) for Exchange-Traded Funds (ETF’s) and/or Exchange-Traded Notes (ETN’s) as well as Exchange-Traded Equities through Virtually All Custodians that Legend Utilizes.  However, Open-End Mutual Fund Trading Fees Are Charged by Custodians.

Legend will Trade Open-End Mutual Funds, Usually an Institutional Share Class, if available, on Behalf of the Client, Through a Few Non-Related Institutional Custodians.

An Institutional Share Class of an Open-End Mutual Fund is Usually the Lowest Cost Share Class with Regard to the Expenses it Charges.  Therefore, Legend Utilizes No-Load, Institutional Cost, Share Classes of Open-End Mutual Funds.

An Institutional Share Class of an Open-End Mutual Fund is Usually the Lowest Cost Share Class with Regard to the Expenses it Charges.  Therefore, Legend Utilizes No-Load, Institutional Cost, Share Classes of Open-End Mutual Funds Due to its Desire to Reduce its Clients’ Investment Costs.  In Fact, Legend’s Clients Only Pay a Small Transaction Fee for Institutional Mutual Fund Trades to the Custodian (Also Known as a Trading Fee or Commission).

Legend Never Receives any Portion of Such Fees/Commissions.
 
(a) Please Note Certain Custodians that Legend May Use to Accommodate Certain Clients May Charge a Very Small Transaction Fee.



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