Assets Under Management
$3.2B
Number of Clients
4,083
Number of Advisors
13
Average Client AUM
$787K
AUM per Advisor
$247.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ancora Private Wealth Advisors specializes in customized portfolio management and lifetime planning for various clients. They create portfolios with stocks, bonds, mutual funds, and ETFs. They also offer wealth advisory services, reviewing client assets, liabilities, and future needs. Ancora uses Pontera for held-away accounts.
| Assets Under Management | 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 negotiable for over $100 million.
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124