Legacy Investment Solutions, operating as Ancorato, provides portfolio management services to retail investors through other registered investment advisors and investment advisor representatives. Ancorato does not directly service individual retail clients. Ancorato offers model portfolios with varying risk tolerances and investment objectives. Ancorato may also manage a proprietary interval fund. Ancorato also provides distribution and Chief Investment Officer (CIO) services to third parties.
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.