Anchor Capital Advisors Review


Trust Score 97%
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Anchor Capital Advisors, federally registered in 1983, is a Registered Investment Advisor (RIA) in 46 state(s) with a licensed staff of 12 advisors. Anchor Capital Advisors manages $3.4 billion and provides investment advisory services for 421 clients (1:36 advisor/client ratio).

Anchor Capital Advisors requires a $0 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 36 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $3.4 billion
Average Account AUM $8,185,054
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:36
Headquarters Boston, MA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $3,000,000 1.00%
$3,000,001 to $5,000,000 0.75%
$5,000,001 to $10,000,000 0.65%
$10,000,001+ 0.50%


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