Anglia Advisors provides financial planning and portfolio management services. Financial planning covers investment management, college funding, debt management, retirement, risk management, estate, and tax planning. Portfolio management includes ongoing supervision. Anglia Advisors specializes in serving younger professionals, recently divorced or widowed individuals, and foreign nationals living in the U.S.
Assets Under Management$39M
Clients110
Advisors1
Avg. per Client$350K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Anglia Advisors manages investment portfolios for a fee based on the average daily balance each month. The fee is calculated as a percentage of the assets managed. The percentage decreases as the value of your portfolio increases. Cash in checking or cash reserve accounts is not subject to any fees.
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