Anchor Financial offers investment management services, primarily investing in mutual funds and exchange-traded funds. They may also recommend third-party managers. Anchor Financial also provides services to qualified retirement plans, including acting as an ERISA 3(38) investment manager. Investment strategies are tailored to client goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$5.8M
Clients45
Advisors3
Avg. per Client$130K
Avg. per Advisor$1.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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