Legacy Building · Lancaster, PA
Direct portfolio management built around your exact situation.
For people still building wealth. I manage your portfolio directly, around your actual family and your timeline.
In person in Lancaster County, or by video with a limited number of clients in other states, where state rules allow.
Sound familiar?
For families with real assets to invest
You have real assets to invest and a family that’s still growing, and you want one person who knows your situation managing the money. That’s what Legacy Building is for.
I sit down with you and learn your actual situation: your family, your income, your timeline, what you’re trying to build. Then I manage your portfolio directly around it. If faith shapes how you think about money, see how it shapes my work as a faith-based financial advisor.
I write the plan, and I’m the one who carries it out.
Who this is for
Who Legacy Building is for
A growing family
Your picture changes every year: a new job, a growing income, kids, a house. A static plan from three years ago doesn’t fit anymore.
Real assets, and a direct relationship
Investable assets from $250,000, a minimum that may be reduced or waived, managed in a direct relationship with the adviser rather than through a service team.
One person who knows your situation
You’d rather have one person manage it directly than explain your life story to a different associate every time you call.
How I work with you
How we work together
A real conversation
Income, assets, debt, family, and what financial security means to you, talked through in person.
A portfolio built around it
Management built around your own goals and timeline. I don’t use model portfolios.
Ongoing management
As your income grows or your family changes, the portfolio moves with you, because I’m still the one managing it.
A fiduciary standard throughout
As a registered investment adviser, I’m legally obligated to act in your best interest. I don’t work on commission.
Why fiduciary matters
What the fiduciary standard requires of me
Not every financial professional in Lancaster is held to the same standard. A fiduciary is legally required to act in your best interest, not just recommend something “suitable.” That standard applies to every recommendation I make and every trade I execute on your behalf.
A blended fee, tier by tier
Annual, billed quarterly in arrears
Each rate applies only to the dollars in its tier, not to your whole account. Crossing into a new tier never raises the rate on what you already have.
Example: a $2,000,000 account
1.00% on the first $1,000,000 plus 0.90% on the next $1,000,000 = $19,000 a year, about 0.95% overall.
Account minimum: $250,000, which may be reduced or waived on a case-by-case basis.
Fee-only. Never commissions, product sales or referral fees. See the full fee schedule
Common questions
Questions about Legacy Building
Do I need a certain account size?
The minimum account size is $250,000, which may be reduced or waived on a case-by-case basis. Whatever the account size, you work directly with the adviser managing your portfolio.
Do you use model portfolios?
No. Each portfolio is built and managed directly around the household or trust it belongs to.
Are you a fiduciary?
Yes. Reese Legacy Capital is a registered investment adviser, and I am legally obligated to act in your best interest.
How do you charge for your services?
Fee-only. My annual fee is a percentage of the assets I manage for you, from 1.00% down to 0.60% depending on account size, blended by tier. See the full fee schedule.
Do you work with clients outside Pennsylvania?
Yes. We work with clients outside Pennsylvania, and where you live doesn’t change how we work together. Meetings happen by video, your account is held at Charles Schwab in your own name, and you get the same direct access to Robert as a client down the street. Reese Legacy Capital is registered as an investment adviser in Pennsylvania, and other states limit how many of their residents an out-of-state adviser can serve. Reach out and we’ll confirm we can work with you in your state.
Who will I actually work with?
Me. I manage the portfolio, make the trades and take your calls.
What happens after I reach out?
We set up a time to talk through where you are and what you’re working toward. If it looks like a fit, I follow up with a written proposal.
Let’s talk about your family’s plans.
A direct conversation about where you are and what makes sense for you.