Legacy Investment Solutions, LLC
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Overview
Legacy Investment Solutions, LLC operates as a financial advisory firm headquartered in Boise, Idaho. The firm has a small group, including 4 financial advisors. Legacy Investment Solutions, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as stocks, bonds and options.
Legacy Investment Solutions, LLC's central office is located at 13965 W Chinden Blvd. Suite 200, Boise, Idaho 83713. It is permitted to provide services to customers in the state of Idaho.
Editorial note: Under some conditions, firms are able to file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the available information for Legacy Investment Solutions, LLC. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Legacy Investment Solutions, LLC by the Numbers
6
Products and Services
Legacy Investment Solutions, LLC provides multiple services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. It is not involved in selling products or offering services other than investment advisory services to its investment advisory accounts. The company also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by the company can include the following fee types: asset-based or fixed. Legacy Investment Solutions, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Legacy Investment Solutions, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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