Ankerstar Wealth offers ongoing portfolio management and personalized financial planning services for individuals and high-net-worth clients. The registered investment advisor builds customized portfolios using mutual funds, stocks, bonds, exchange-traded funds, real estate funds, and alternative investments, while also offering third-party platform management for retirement plan accounts held away. Ankerstar Wealth tailors strategies based on individual risk tolerance, goals, and time horizons, and can incorporate client-imposed restrictions. In addition to investment management, the firm provides financial planning covering retirement, tax strategies, life insurance, college savings, and debt management. Ankerstar Wealth operates as a fiduciary, legally bound to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of the firm.