Individual Financial Planning & Portfolio Management
Fee Considerations
Anchor Capital Management’s interest lies in developing ongoing client relationships where clients are able to see long-term success in achieving their financial and wealth-related goals. This involves the implementation and management of a carefully developed financial plan that gives appropriate consideration to all of the major objectives and needs of the client, and reflects changes in client needs over time.
Complimentary initial consultation available
| Anchor Capital Management Fee Considerations | ||
|
Portfolio management includes initial and ongoing financial planning services. Fees for portfolio management are calculated as a percentage of assets placed under management beginning at a rate of 1% per annum and decreasing as assets under management increase.The minimum portfolio size accepted for management is $500,000. Please contact us for a complete fee schedule including breakpoints. |
||
| Financial Planning Services | ||
|
Fees for financial planning only services are based on the establishment of an annual retainer calculated on net worth of the client. The minimum net worth for financial planning services is $500,000. |
||
|
Fees Fees for complete, comprehensive, financial plans range from $1,000 to $10,000, depending on the nature and complexity of each clients' circumstances |
Complimentary initial consultation available