Ancora Advisors specializes in creating custom investment portfolios for a variety of clients, including individuals, high net worth individuals, mutual funds, and institutions like pension plans and non-profits. Ancora provides personalized investment recommendations based on your financial goals, risk tolerance, and time horizon. Ancora also offers consultations on specific financial issues, such as mergers and acquisitions.
Fee Structure
Ancora Advisors charges a percentage of the assets they manage for investment management services. The specific percentage depends on the type of investment strategy used and the amount of assets managed.
Equity Managed Strategies
- Under $10 million: 1.00%
- $10 million to $20 million: 0.90%
- $20 million to $50 million: 0.80%
- Over $50 million: 0.70%
Fixed Income Managed Strategies
- On the first $1 million: 0.75%
- On the next $2 million: 0.50%
- On the next $2 million: 0.40%
- On the next $5 million: 0.30%
- On the next $10 million: 0.20%
- Over $20 million: Negotiable
Managed Allocation Strategies
- On the first $1 million: 1.00%
- On the next $2 million: 0.70%
- On the next $2 million: 0.60%
- On the next $5 million: 0.50%
- On the next $10 million: 0.40%
- Over $20 million: Negotiable
Fees are calculated on a progressive basis. Advisory fees are negotiable in certain instances. Ancora may reduce or waive its fees for organizations qualifying under 501C(3) of the IRS Code.