Lisa Rosenthal

CFA · CFP

Ancora Private Wealth Advisors, LLC

17 Years of Experience

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Firm Information

Ancora Private Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

4,083 clients

Average Client Portfolio

$787K average

Assets Under Management

$3.2B

Fee Structure

Minimum Investment:$750K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	1.00%
$5.0M - $10.0M	0.80%
$10.0M - $25.0M	0.70%
$25.0M - $50.0M	0.60%
$50.0M - $100.0M	0.50%
$100M+	0.50%

Fees negotiable for accounts over $100 million.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Fees are based on a percentage of assets under management. For portfolio management, fees are tiered, decreasing as assets increase. Life Planning & Wealth Advisory Services are charged a flat fee or a percentage of assets based on the scope of the engagement. Corporate Retirement Planning fees are also tiered. Fees may be negotiable for accounts over $100 million. Sub-advised strategies have additional fees.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

6060 Parkland Boulevard, 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.