Ancorato
Assets Under Management
$240.3M
Number of Clients
2,367
Number of Advisors
7
Average Client AUM
$102K
AUM per Advisor
$34.3M
Compensation
Fee-Only (AUM)
About This Firm
Legacy Investment Solutions, LLC (d.b.a. Ancorato) provides portfolio management services through model portfolios and a proprietary interval fund. They offer services to RIAs, IARs, and Institutional Clients, but do not service individual retail clients directly. They may use third-party money managers and provide distribution and due diligence services.
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
Location
851 N Hickory Street Suite 100, Meridian, ID, 83642