Patrick Leblanc is a registered investment advisor at Ancorato, based in Montgomery, TX, with 10 years of industry experience. Patrick 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
Montgomery, TX
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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
Previous Registrations
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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.