Anchor Wealth Advisor, operating as KPA, LLC, offers investment management services to clients. Anchor Wealth Advisor determines investment goals, time horizons, objectives, and risk tolerance to create investment strategies, select investments, allocate assets, and monitor portfolios. Anchor Wealth Advisor may recommend third-party managers. Clients can place restrictions on investments.
Assets Under Management$24M
Clients14
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $15.0M | 0.50% |
| $15M+ | 0.30% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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