MP

Michael Pond

1 Year of Experience

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 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
Investment Management
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Advisor Information

Office location

13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713

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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.

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Employment History
Current Registrations
Ancorato
November 2024 - Present · 1 yr 2 mos
Legacy Wealth Management, LLC
February 2024 - Present · 1 yr 11 mos
State Registrations2 states
FLID
Advisor
Exams
No exam information available for this advisor.