Niels Buksik is a CFP-designated registered investment advisor at Anchory, LLC, based in The Colony, TX, with 15 years of industry experience. Niels operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.
Fee Estimator
Location
The Colony, 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
Anchory, LLC
Previous Registrations
Belpointe Asset Management LLC
Morgan StanleyBroker
Morgan Stanley
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
Edward JonesBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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