Anchor Advisory offers investment management services to individuals, high net worth individuals, trusts, and estates. Anchor Advisory works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Anchor Advisory constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds, and may also use individual stocks, bonds, or options contracts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at the sole discretion of the Advisor. The advisory fee is based on several factors, including, but not limited to: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.