Patrick Anthony Leblanc

Ancorato

9 Years of Experience

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Firm Information

Ancorato

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 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.

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Areas of Practice

Investment Management

Advisor Information

Office location

Montgomery, TX

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Regulatory History

Clean regulatory record

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.