Blue Anchor Wealth Advisors provides financial planning and portfolio management services to individuals, small businesses, and other entities. Financial planning includes goal planning, asset allocation, and lifetime income planning. Portfolio management can be discretionary or non-discretionary, tailored to the client's needs and risk tolerance. The firm advises on various securities but not on commodities, futures, or collectibles.
Assets Under Management$100M
Clients266
Advisors6
Avg. per Client$380K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The 1.5% portfolio management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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