Our Services

Investment Management

BIAR Legacy, LLC works with individuals, families, and organizations as an asset manager, meaning clients hire the firm to invest money on their behalf. 

What draws people to work with BIAR Legacy?

• We holistically prioritize values that our competitors either don’t share or don’t emphasize

• We seek a compelling return on investment on behalf of our clients, who may feel limited or underwhelmed by the industry standard  

• Generally speaking, we offer a premium sense of care and respect — we don’t ask for referrals, we don’t make sales calls, we speak transparently, we dress casually, and we don’t sell insurance 

BIAR Legacy is compensated for investment management via one clear fee, billed quarterly from within the investment account(s) that the firm oversees. The pricing of this fee is specific to each client, and calculated in percentage terms of assets under management (AUM). In annual terms, this cost ranges from 2.0% to as low as .1% of AUM. Refer to our Form ADV and Privacy Policy for more details about the firm and its operations.

Financial Advising

BIAR Legacy, LLC works with individuals and families as a financial advisor in any or all of the following ways:

• Educating in a straightforward manner regarding personal finance topics 

• Implementing foundational tools and habits for financial empowerment

• Fueling inspiration, direction, and accountability towards achieving specific financial goals
  (e.g., paying off debt, financial independence, etc.)

• Mapping out strategic financial plans for challenges such as retirement, taxes, kids, tuition, & housing

• Analyzing and making recommendations regarding investments & opportunities 
  (i.e., advising investments that the client manages themselves. Firm-managed assets are supported within our Investment Management service)

• Mediating through the emotional side of finance — moving away from fear, confusion, worry, and stress & moving towards peace, generosity, purpose, and enjoyment!

And in all of these focuses, we’re driven by our distinctive values-first approach.

While some advisors in our industry are free to to meet with, inevitably, “if the service is free, you’re the product.” BIAR Legacy is compensated for financial advising in one of two ways, depending on the nature of the relationship desired by the client. While the same topics can be addressed in either price structure, the question for clients to consider is: do you want to be taught, or do you want to be trained? Below are a few ways that these services differ.

 Financial Advising As Education

• Client-driven relationship, where the client seeks out BIAR Legacy regarding one or more financial issues

• Meet as frequently or infrequently as the client desires

• Low commitment required by either party

• Pay for the advice, get what you pay for

• Clients receive financial counsel and equipping based on the best available information at the time

• Cost is $120/hour, prorated by the minute, billed by project, and includes any prep & follow-up time required to service client’s needs

Financial Advising As Empowerment

• BIAR Legacy-driven relationship, where the firm devotes itself to the client’s comprehensive financial development

• Meet on a regular basis

• High engagement required by both parties, including vulnerability, time, and taking action.

• Pay for the relationship, get what you put in

• Clients receiving ongoing financial guidance and empowerment that grows & improves with time

• Cost varies by client (subscription model, cancelable any time), billed monthly, reevaluated annually. Submit application to inquire.

Who could benefit from advising? Anyone that uses money! BIAR Legacy’s offer is simple: a professional working for you to improve your financial well-being. Our intention is for any costs incurred by clients to be more than justified by the financial development we catalyze. And not only financial — but catalyzing a legacy that both heaven and earth can be proud of. To us, that’s worth a shot.