Anson Analytics provides investment advice tailored to individual client needs. They offer portfolio management with discretionary or non-discretionary authority, separately managed accounts, and financial planning services. Anson also provides model portfolios to other registered investment advisors. They work with individuals, pension plans, trusts, and other entities.
Assets Under Management$240M
Clients117
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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