PF
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
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Bernzott Capital Advisors
March 2021 - October 2023 · 2 yrs 7 mos
Imst Distributors, LLCBroker
December 2020 - October 2023 · 2 yrs 10 mos
Morgan Stanley
October 2009 - December 2013 · 4 yrs 2 mos
Morgan Stanley Broker
September 2009 - October 2014 · 5 yrs 1 mo
Banc of America Securities LLCBroker
January 2006 - February 2009 · 3 yrs 1 mo
America's Growth Capital, LLCBroker
October 2003 - January 2006 · 2 yrs 3 mos
J.P. Morgan Securities INC.Broker
May 2001 - May 2001 · 0 mos
Adams, Harkness & Hill, INC.Broker
April 2001 - October 2003 · 2 yrs 6 mos
J.P. Morgan Securities INC.Broker
February 2001 - May 2001 · 3 mos
Chase Securities INC.Broker
February 2000 - February 2001 · 1 yr
Hambrecht & Quist LLCBroker
May 1994 - February 2000 · 5 yrs 9 mos
Keystone Distributors, INC.Broker
January 1993 - May 1994 · 1 yr 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.