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  1. Legend is a Fee-Only1, Fiduciary advisory firm.  Fee-Only1 means Legend is compensated exclusively by client fees. Unlike Legend, fee-based advisors and brokerage firms have conflicts of interest due to the fact that they receive commissions.

  2. Legend and its advisors are governed by the Fiduciary Standard.  Fiduciaries are required to work in their clients’ best interests at all times.

  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.


Please Note:

1Legend is a Fee-Only Advisory Firm.  Fee-Only Means Legend Never Receives Any Commissions.  However, Legend Trades Securities on Behalf of the Client Through a Few Non-Related Institutional Custodians.  As a Result, the Client Often Pays a Small Fee for Mutual Fund Trades for Transactions (Also Known as a Trading Fee or Commission).  Again, Legend Never Receives any Portion of this Fee.

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