Anchor Capital Management Group provides investment management advice, primarily allocating client assets into Anchor’s Risk Managed Mutual Funds, Total Solution Portfolios and Customized Risk Managed Portfolios. These portfolios contain both exchange traded funds and a percentage of affiliated mutual funds managed by Anchor Capital. Anchor Capital tailors its advisory services to the individual needs of clients. The firm also participates in Unified Managed Account programs and may serve as a sub-advisor under other firms' advisory programs.
Fee Structure
Anchor Capital's standard practice is to not charge its clients an investment advisory fee. However, if an investment advisory fee is agreed to, it will be between 0.35% to 0.75% per year, depending on the value of the assets managed and the type of services provided. Fees are billed quarterly in arrears. Anchor Capital may adjust or waive its fees at its discretion. Clients will also incur fees charged by the mutual funds and exchange traded funds they invest in.