Ancora Private Wealth Advisors specializes in managing investments for individuals, high net worth individuals, families, pensions, and profit-sharing plans. They create investment portfolios tailored to meet specific client goals, which may include stocks, bonds, mutual funds, and ETFs. Ancora also offers lifetime planning and wealth advisory services, working with clients to define future needs and goals, including reviewing assets, liabilities, cash flow, insurance, estate planning, and Social Security benefits.
Assets Under Management$3.2B
Clients4,083
Advisors13
Avg. per Client$790K
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are progressive. Fees over $100 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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