Andy Rad is a registered investment advisor at Ancorato, based in Boise, ID, with 11 years of industry experience. Andy 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
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
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Regulatory History (1)
Customer Dispute
August 2025Other Business ActivitiesSells Insurance
Andy is a limited partner in Rad Family Management, LLC and Al & Clarice Rad Family Partnership, LLP, assisting with bookkeeping for the latter. He also owns LPM Insurance & Agency, LLC and is a licensed independent insurance agent, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Ancorato
Legacy Wealth Management, LLC
Previous Registrations
Legacy Investment Solutions, LLC
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.