Legacy Investment Solutions, operating as Ancorato, is a registered investment adviser based in Boise, Idaho. Legacy Investment Solutions primarily offers business-to-business investment management services, including model portfolios, proprietary interval funds, and sub-advisory strategies. Rather than working directly with individual retail investors, Legacy Investment Solutions partners with other registered investment advisers, broker-dealers, and institutional platforms to deliver its investment strategies to end clients. The firm also provides marketing and advisor education services, ETF strategy consulting, and due diligence services for affiliated and third-party entities.
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.