Anchor Bay Capital (ABC) offers investment management services by buying and selling stocks, bonds, mutual funds, and ETFs in client accounts. ABC constructs portfolios based on client objectives, risk profile, and financial status. ABC also offers financial planning services that project future cash flow for retirement, budgetary, and estate planning. ABC may also provide investment planning on an ongoing basis for assets held in an employer sponsored retirement plan.
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.