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 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
Advisor Information
Office location
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
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
Caleb owns and operates ATPP, LLC, a video production services business, since December 2023. This activity takes about half of Caleb's time, with a few hours per week occurring during trading hours.