Anchor Capital Advisors LLC
Assets Under Management
$2.4B
Number of Clients
543
Number of Advisors
17
Avg. Portfolio per Client
$4.5M
Avg. Managed per Advisor
$143.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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 services 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, including wealth advisory and investment advisory accounts. They also offer financial planning services.
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% |
Fee Estimator
Areas of Practice
Location
Two International Place, Suite 2110, Boston, MA, 02110-4104