Anchor Capital Advisors manages investment portfolios and offers financial planning services through its institutional, managed accounts, and private client divisions. Founded in 1983 and based in Boston, Massachusetts, Anchor Capital specializes in value-oriented equity and fixed income strategies, including small-cap, mid-cap, and dividend income portfolios. The firm builds diversified, multi-asset portfolios aligned with individual client risk tolerance and long-term objectives. For private clients, comprehensive financial planning services are available either on a standalone basis or bundled with investment management for larger accounts. Anchor Capital serves individuals, high-net-worth families, trusts, estates, pension plans, and charitable organizations, utilizing fundamental analysis and screening criteria to select investments.
Fee Structure
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% |
Fees may be negotiable. Charitable accounts may receive a 10% discount. For accounts of $20 million or more, the fee schedule is inclusive of all financial planning services.