Anchored Wealth Management offers investment advice and consulting services, including discretionary investment advisory. They manage portfolios, allocate assets among cash, stocks, mutual funds, and bonds, and provide financial planning services tailored to individual client needs. They also assist with portfolio management within 529 plans and may utilize third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable for accounts over $100,000,000. There are separate fee schedules for equity/blended accounts and cash/cash equivalents/U.S. Treasuries. The schedule above is for equity/blended accounts. The fee schedule for cash, cash equivalents, and U.S. Treasuries is: - **First $25 million:** 0.50% - **Next $25 million:** 0.40% - **Next $50 million:** 0.30% - **Over $100 million:** Negotiable