Silver Anchor Financial provides investment advice to individuals and pension plan sponsors. For individuals, they create an investor profile and implement investment strategies through individual securities or pre-defined risk-based models. Silver Anchor may also recommend unaffiliated investment advisors through managed account programs. They also offer non-discretionary pension consulting services to qualified retirement plans.
Assets Under Management$98M
Clients117
Advisors1
Avg. per Client$840K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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