Stuart Mcdermott is a CFA-designated registered investment advisor at Defender Asset Management LLC, based in Evanston, IL, with 6 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 15 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anchor Capital Management does not directly manage client assets. Instead, they recommend third-party investment managers who charge a percentage of the assets they manage. Anchor Capital Management receives 50% of the fee charged by the third-party investment advisor. The specific fees charged by the third-party managers are listed in their own regulatory filings. Anchor Capital Management currently works with Smart Portfolios and WealthMark LLC. Smart Portfolios' maximum fee is 1.5% and the minimum is 0.60%. WealthMark LLC's maximum and minimum fee is 1%.
Location
Evanston, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Defender Asset Management LLC
Previous Registrations
Defender Asset Management LLC
State Registrations2 states
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