Anchor Capital Management (ACM) manages investment portfolios for individuals based on their specific needs and goals. ACM develops a personal investment policy for each client after discussing their objectives, risk tolerance, and time horizon. ACM may manage accounts on a discretionary or non-discretionary basis. ACM also provides consulting services to existing investment advisory clients.
Assets Under Management$61M
Clients70
Advisors1
Avg. per Client$870K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
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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