Anchor Investment Management provides portfolio management services and financial planning to individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Anchor develops a financial outline and investment objectives for each client, and manages investment portfolios on a discretionary or non-discretionary basis. They also offer financial planning services that address estate planning, risk management, budgeting, retirement planning, education funding, and investment portfolio design.
Assets Under Management$1.4B
Clients774
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$190M
www.linkedin.com/company/anchor-investment-mana... ·www.anchorim.com ·www.anchorinvestmentmanagement.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum portfolio value is generally $500,000. Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...