Anchor Point Financial (APF) provides investment management and financial planning services tailored to individuals, families, trusts, charitable organizations, businesses, and retirement plans. APF customizes its services based on each client’s financial situation, goals, and needs. APF can accommodate reasonable written restrictions on your investments.
Assets Under Management$170M
Clients171
Advisors1
Avg. per Client$1M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Assets managed that are held outside the firm’s selected custodian(s) are charged a 2% annualized fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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