Anthony Legault is a registered investment advisor at Chaps Lifestyle LLC, based in Seattle, WA, with 4 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1M+ | 0.85% |
Chaps Lifestyle may negotiate a custom fee rate for certain clients, with a minimum fee of 0.50%, based on factors such as account size, complexity, or client relationship. For smaller accounts, Chaps Lifestyle may negotiate a minimum quarterly fee of $100, which may be waived at their discretion.
Fee Estimator
Location
Seattle, WA
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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
Anthony is the founder of a natural skincare products business. He dedicates minimal time to managing its operations.
Employment History
Current Registrations
Chaps Lifestyle LLC
Previous Registrations
Chaps Lifestyle LLC
Invesco Managed Accounts, LLC
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.