DC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
543 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$2.4B
Fee Structure
Minimum Investment:$1M
The firm charges a fee based on a percentage of assets under management. The more assets you have in your account, the more you will pay in fees. This fee includes wealth management advice and strategy implementation. Clients may also incur transaction fees and custody fees. The firm accepts clients with a minimum of $1 million of investible assets.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
Two International Place, Suite 2110, Boston, MA, 02110-4104
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Anchor Capital Advisors LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
TD Ameritrade, INC.Broker
July 2021 - October 2021 · 3 mos
Charles Schwab & Co., INC. Broker
September 2018 - October 2021 · 3 yrs 1 mo
Icapital Securities, LLCBroker
February 2015 - April 2017 · 2 yrs 2 mos
Bendigo Securities, LLCBroker
June 2014 - September 2015 · 1 yr 3 mos
Mbsc Securities Corporation
March 2013 - February 2014 · 11 mos
Mbsc Securities Corporation Broker
June 2012 - February 2014 · 1 yr 8 mos
RBC Capital Markets, LLC Broker
August 2008 - May 2012 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
December 1998 - August 2008 · 9 yrs 8 mos
Fidelity Investments Institutional Services Company, INC.Broker
January 1996 - December 1998 · 2 yrs 11 mos
Charles Schwab & Co., INC. Broker
October 1994 - February 1996 · 1 yr 4 mos
Fidelity Brokerage Services, INC.Broker
August 1990 - October 1994 · 4 yrs 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.