Anchor Bay Private Wealth (ABPW) provides investment management services, buying and selling securities like stocks, bonds, mutual funds, and ETFs in client accounts. ABPW constructs portfolios based on client objectives, risk profile, and financial status, offering model asset allocations. ABPW also offers financial planning services, creating plans that project future cash flow for retirement, budgetary, and estate planning. Clients can choose to implement investment recommendations with ABPW or independently.
Assets Under Management$52M
Clients62
Advisors5
Avg. per Client$830K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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