Ancora Private Wealth Advisors, LLC
Assets Under Management
$3.2B
Number of Clients
4,083
Number of Advisors
13
Average Client AUM
$787K
AUM per Advisor
$247.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ancora Private Wealth Advisors specializes in customized portfolio management, life planning, and wealth advisory services for individual investors, high net worth individuals, families, pensions, and profit-sharing plans. They create investment portfolios tailored to client goals, potentially including stocks, bonds, mutual funds, and ETFs. They also offer corporate retirement planning services.
Fee Structure
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
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.
Areas of Practice
Location
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124