Globe & Anchor Wealth Management & Financial Planning, LLC
Globe & Anchor Wealth Management provides investment advice and financial planning to individuals. As a fiduciary, Globe & Anchor is legally required to act in your best interest. Services include portfolio management, financial planning, and consulting. Financial planning covers investment, retirement, estate, charitable, education, and tax planning.
Fee Structure
Globe & Anchor Wealth Management manages investment portfolios for a fee that does not exceed 1.25% annually, based on the value of your portfolio. The fee is calculated based on the average daily balance of your account each quarter and is deducted from your account quarterly. Fees are negotiable. A minimum household aggregate of $500,000 is required for new clients, and a minimum fee of $1,000.