Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Investment Solutions charges a money management fee on assets under management. The fee may vary depending on the Model Portfolio or investments utilized, but will not exceed 2%. A different percentage may be charged for different investments. Fees are billed and payable in accord with the varied arrangements of our strategic partners.
Areas of Practice
Advisor Information
Office location
851 N Hickory Street Suite 100, Meridian, ID, 83642
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Antonio volunteers with the Idaho Transport Dep Bicycle Pedestration Advisory Committee, assisting with the Idaho Transportation Department's Bicycle and Pedestrian Program. This activity requires minimal time and is not investment-related.