Dustin Lloyd is a registered investment advisor at Ancorato, based in Meridian, ID, with 5 years of industry experience. Dustin 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
851 N. Hickory Ave. #100, Meridian, ID, 83642
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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
Legacy Wealth Management, LLC
Previous Registrations
Legacy Investment Solutions, LLC
State Registrations1 state
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