Dustin Lloyd is a registered investment advisor at Ancorato, based in Meridian, ID, with 6 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 6 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary depending on the specific model portfolio or investment strategy used, with a maximum fee of 2.0%. Specific fee arrangements are established through contracts with referring advisors or institutions.
Fee Estimator
Location
851 N. Hickory Ave. #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 →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.
Exams
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