Anchor Capital offers investment management services to various clients through three divisions: Institutional, Managed Accounts, and Private Client. The Institutional Division manages accounts on a discretionary basis, tailoring investment programs to client objectives and risk tolerance. The Managed Accounts Division acts as a sub-advisor to sponsor firms, utilizing model portfolios. The Private Client Division provides financial advice and investments based on individual client needs, offering both Wealth Advisory and Investment Advisory accounts. They also offer financial planning services.
Assets Under Management$2.4B
Clients543
Advisors17
Avg. per Client$4.5M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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