Ancora Private Wealth Advisors, LLC specializes in customized portfolio management and lifetime planning for individual investors, high net worth individuals, families, pensions, and profit-sharing plans. The firm builds tailored portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Ancora Private Wealth Advisors also provides lifetime planning and wealth advisory services, reviewing client assets, cash flow, insurance needs, estate planning documents, and retirement benefits. Portfolios are managed primarily on a discretionary basis, though non-discretionary arrangements are available. The firm is backed by parent company Focus Financial Partners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are progressive. Fees for amounts over $100 million are negotiable. Minimum annual fees may apply depending on the scope of the relationship.