Peter Covino is a registered investment advisor at Ancorato, based in Boise, ID, with 27 years of industry experience. Peter 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
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2025Regulatory
January 2014Customer Dispute
January 2013Customer Dispute
August 2011Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Peter owns multiple businesses, including Blue Sky Tax Advisory LLC (CPA practice), Legacy Integrated LLC (wealth advisory firm), Legacy Wealth Advisors LLC (pass-through entity for other business activities and insurance obligations), and Legacy Portfolio Management LLC (advisory business). He spends about half his time on Legacy Wealth Management.
Employment History
Current Registrations
Ancorato
Legacy Wealth Management, LLC
Previous Registrations
Legacy Investment Solutions, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
LPL Financial Corporation
LPL Financial CorporationBroker
Equity Services, INC.Broker
Mony Securities CorporationBroker
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.