Ancora Retirement Plan Advisors provides investment guidance and investment management services primarily for small and midsize employer-sponsored retirement plans. Operating as a fiduciary under federal retirement plan rules, the firm helps plan sponsors select, monitor, and update investment options. Services include acting as a non-discretionary co-fiduciary or exercising discretionary investment authority depending on the plan agreement. Ancora Retirement Plan Advisors is part of the Focus Financial Partners network and is backed by parent companies with deep roots in financial services. The firm also assists clients in accessing credit and cash management solutions through affiliated providers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Schedule represents standard retirement plan advisory fees. Alternate schedule applies for Ancora Multiple Employer Plans with a $3,000 annual minimum fee.