Advisor at Anchor Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Anchor Wealth Advisors, LLC
Location
Cockeysville, MD 21030
Credentials
CFP®, Series 65
Industry experience
17 years
Samuel Erdman is a CFP® with 17 years of industry experience and serves as the sole advisor at Anchor Wealth Advisors, LLC. He previously worked at Ronald Blue & Co. and Ronald Blue Trust from 2007 to 2019. Outside of his advisory role, he is the Finance Manager of Smithouse Construction, LLC, a financial management position unrelated to investment advising. Anchor Wealth Advisors, LLC is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management, comprehensive financial planning, corporate consulting, and educational seminars, employing a primarily passive investment approach using low-cost index funds, separately managed accounts, and direct-indexing strategies.
Based on Anchor Wealth Advisors, LLC
Based on Anchor Wealth Advisors, LLC
Fixed fees as noted above; billed monthly, quarterly, or installments
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.75% $6,000,001+: 0.50%
Up to $495 per hour depending on complexity
Account minimum: $250,000 minimum for investment advisory clients; no minimum for financial planning clients or EMBARK Financial clients Minimum fee: Minimum fee of $3,000 per asset management engagement, may be waived at discretion Fee-only: Fixed fees ranging from $3,000 to $24,000 for individuals, couples, families, small businesses; $9,000 to $120,000 for large businesses/institutional clients; hourly fees up to $495/hour
232 Cockeysville Road, Suite B200
Cockeysville, MD 21030
Maryland · Pennsylvania
Anchor Wealth Advisors, LLC
2019 - Present (7 years)
Ronald Blue Trust
2017 - 2019 (2 years)
Ronald Blue & Co.
2007 - 2017 (10 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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