Anchor Wealth Advisors (AWA) manages investment portfolios and offers financial planning services. AWA also provides automated advisory services through EMBARK Financial, a division of AWA using the Betterment platform. AWA creates investment plans based on client goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. AWA may recommend outside investment managers.
Assets Under Management$59M
Clients91
Advisors1
Avg. per Client$650K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable. Total client fees when using a third-party investment advisor will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...