Anchor Capital Advisors LLC
Assets Under Management
$2.4B
Number of Clients
543
Number of Advisors
17
Average Client AUM
$4.5M
AUM per Advisor
$143.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Anchor Capital Advisors offers wealth advisory and investment management services to retail investors. They provide financial advice and invest based on individual client needs, using individually managed strategies, mutual funds, ETFs, limited partnerships, and structured notes. Financial planning services are also available.
Fee Structure
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
Location
Two International Place, Suite 2110, Boston, MA, 02110-4104