Anchyra Partners offers portfolio management services on a discretionary or non-discretionary basis, including asset management and financial planning. They also provide financial planning and consulting services covering business planning, trust and estate planning, retirement planning, and more. Anchyra can recommend third-party money managers and uses Dynasty Financial Partners for operational support.
Fee Structure
Anchyra Partners charges a maximum of 1.50% annually for portfolio management services. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $100,000. Fees are negotiable based on client circumstances and account type. Account values of family members in the same household may be combined to potentially reduce the advisory fee.