Ancora Retirement Plan Advisors, LLC
Assets Under Management
$1.3B
Number of Clients
157
Number of Advisors
5
Average Client AUM
$8.3M
AUM per Advisor
$261.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ancora Retirement Plan Advisors, LLC (RPA) provides retirement plan investment guidance or investment management for small and midsize employer-sponsored retirement plans. RPA acts as a Co-Fiduciary or Fiduciary of the Plan under ERISA. RPA is managed by Ancora Principals.
Fee Structure
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.
Fee Estimator
Fees are based on the client's plan assets and are billed quarterly in arrears. Fees are negotiable in certain instances, and some clients may pay higher or lower fees than the standard schedule. The firm may charge a minimum annual fee for services. Our fees are separate from charges assessed by third parties such as broker dealers, custodians, and mutual fund companies.
Areas of Practice
Location
6060 Parkland, Suite 200, Cleveland, OH, 44124