Cory Large is a registered investment advisor at Anchor Bay Capital, INC., based in Carlsbad, CA, with 1 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 190 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Anchor Bay Capital's fees for investment management range from 0.95% to 1.75% annually. Accounts over $1,000,000 are typically charged 1.20% annually, and accounts above $4,000,000 are generally 1.00% annually. The specific fee depends on the types of investments, number of accounts, complexity of the client's financial situation, and the time and resources required.
Location
5780 Fleet St., Suite 308, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Anchor Bay Capital, INC.
Anchor Bay Private Wealth LLC
State Registrations2 states
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