Anchor Financial Group (AFG) offers personalized financial planning and investment management. AFG helps clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. AFG uses software to assist with these services. The initial meeting is free to determine if financial planning and investment management may be beneficial.
Assets Under Management$100M
Clients126
Advisors2
Avg. per Client$810K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.90% |
For accounts using custodian Axos Advisor Services. Accounts using custodian American Funds Service Company and annuity accounts placed directly with various insurance/annuity companies are charged 0.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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