Ankerstar Wealth offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment plans and manage portfolios, seeking fair allocation of investment opportunities. They also offer financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. Ankerstar Wealth uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$150M
Clients296
Advisors6
Avg. per Client$500K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
0.95% annually is the maximum fee for all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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