Anchor Point Financial Planning is a registered investment advisor located in West End, North Carolina, founded by Jody Beene Smith. The firm specializes in helping individuals, couples, and families navigate significant life transitions such as divorce, widowhood, inheritance, remarriage, and career or retirement changes. They also work with high-income professionals building their wealth. Anchor Point offers comprehensive ongoing financial planning, project-based financial planning, divorce financial planning, and investment management services. Investment management is provided on a discretionary basis, utilizing individual securities, exchange-traded funds, mutual funds, and outside managers or model portfolios when appropriate. Anchor Point operates as a fee-only advisor, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated. If outside managers are used, combined advisory fees will not exceed 2%.