John Levangie is a registered investment advisor at Anchor Capital Advisors LLC, based in Boston, MA, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 543 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Location
Two International Place, Suite 2110, Boston, MA, 02110-4104
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Regulatory History
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.
Learn about disclosures →Other Business Activities
John is the trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust since 2017, providing trustee services. He dedicates minimal time to this activity, primarily investing trust assets and filing tax returns.
Employment History
Current Registrations
Anchor Capital Advisors LLC
Previous Registrations
Wedmont Private Capital
Darrow Wealth Management
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLCBroker
State Registrations1 state
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