Antonio Smith is a CFP-designated registered investment advisor at Ancorato, based in Meridian, ID, with 16 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,367 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Investment Solutions (Ancorato) charges a fee based on the value of the assets they manage in model portfolios. The fee will not exceed 2%. The percentage charged may vary depending on the specific model portfolio or investments used. The fees are billed and payable according to arrangements with strategic partners.
Location
851 N Hickory Street Suite 100, Meridian, ID, 83642
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Regulatory 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
Antonio volunteers with the Idaho Transport Dep Bicycle Pedestration Advisory Committee, assisting with the Idaho Transportation Department's Bicycle and Pedestrian Program. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Ancorato
Previous Registrations
Legacy Investment Solutions, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Securities America, INC.Broker
Pacific Select Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.