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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
2,367 clients
Average Client Portfolio
$102K average
Assets Under Management
$240.3M
Fee Structure
Financial Planning:Investment management only
Legacy Investment Solutions charges a money management fee on assets under management. The fee will not exceed 2%. A different percentage may be charged for different investments in your client’s portfolio and for the different Model Portfolios. Fees are billed and payable in accord with the varied arrangements of our strategic partners.
Areas of Practice
Investment Management
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Advisor Information
Office location
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
Get directionsRegulatory History (1)
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Customer Dispute
August 2025Pending
Other Business ActivitiesSells Insurance
Andy is a limited partner in Rad Family Management, LLC and Al & Clarice Rad Family Partnership, LLP, assisting with bookkeeping for the latter. He also owns LPM Insurance & Agency, LLC and is a licensed independent insurance agent, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Ancorato
January 2024 - Present · 2 yrs
Legacy Wealth Management, LLC
March 2015 - Present · 10 yrs 10 mos
Previous Registrations
Legacy Investment Solutions, LLC
December 2022 - December 2023 · 1 yr
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.