Anchor Wealth Management Group provides investment management and financial planning services to individuals, families, business owners, and other entities. Their services include creating customized investment strategies, monitoring portfolios, and offering financial plans covering retirement, cash flow, education, estate, risk management, investments, taxes, and other areas. They may also coordinate meetings with other professionals to assist with implementing your plan.
Assets Under Management$230M
Clients209
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$230M
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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 annual fee is negotiable based upon certain criteria. Clients invested in portfolios constructed solely of mutual funds managed by American Funds are charged no more than 1.0% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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