AC
CFP
AC
CFP

Anne Chernish

17 Years of Experience
Ithaca, NY

Anne Chernish is a CFP-designated registered investment advisor at Anchor Capital Management, LLC, based in Ithaca, NY, with 17 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 70 clients with $61M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
70 clients
Average Client Portfolio
$874K average
Assets Under Management
$61.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Fees will not exceed 1.20% of assets under management. Certain legacy client agreements may be governed by different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

315 Taughannock Boulevard, Ithaca, NY, 14850

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Anchor Capital Management, LLC
April 2008 - Present · 18 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.