Ancora Retirement Plan Advisors (RPA) provides investment guidance or investment management for small and midsize employer-sponsored retirement plans. RPA acts as a co-fiduciary, offering non-discretionary investment advice for selecting, monitoring, and changing investment options. Clients retain control over final investment decisions. RPA can also act as a fiduciary, making discretionary investment decisions. RPA may refer clients to affiliated firms for other services.
Assets Under Management$1.3B
Clients157
Advisors5
Avg. per Client$8.3M
Avg. per Advisor$260M
Fee Structure
Investment management only (planning not offered)
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% |
Fees are negotiable in certain instances. Some clients may pay higher or lower fees than shown. The Ancora MEP has a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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