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)
Legacy Investment Solutions (LIS) is a business-to-business firm offering portfolio management services to retail investors through other Registered Investment Advisors (RIAs) and Investment Advisor Representatives (IARs). LIS also offers services to Institutional Clients. LIS offers portfolio management services through the use of its own managed strategies including the use of its own interval fund.
851 N Hickory Street Suite 100, Meridian, ID, 83642