William Michael Koenig

Ancora Retirement Plan Advisors, LLC

24 Years of Experience

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Firm Information

Ancora Retirement Plan Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

157 clients

Average Client Portfolio

$8.3M average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.00%
$500K - $1.0M	0.90%
$1.0M - $2.5M	0.80%
$2.5M - $5.0M	0.70%
$5.0M - $7.5M	0.60%
$7.5M - $10.0M	0.50%
$10.0M - $12.5M	0.45%
$12.5M - $15.0M	0.40%
$15.0M - $20.0M	0.35%
$20.0M - $30.0M	0.30%
$30.0M - $50.0M	0.25%
$50M+	0.20%

Fees are negotiable in certain instances. Some Client’s may pay higher or lower fees than shown below.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Fees are based on the client's plan assets and are billed quarterly in arrears. The firm may charge a minimum annual fee, and fees are negotiable in certain instances. Some clients may pay higher or lower fees than shown in the fee schedule. These fees are separate from charges assessed by third parties such as broker-dealers, custodians, and mutual fund companies.

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Areas of Practice

Retirement PlanningInvestment Management

Advisor Information

Office location

6060 Parkland, Suite 200, Cleveland, OH, 44124

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Regulatory 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.