Advisor at Anchor Capital Management 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 Capital Management LLC
Location
Marysville, WA
Credentials
Series 63, Series 65
Industry experience
7 years
Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes service in the U.S. Navy from 1994 to 2017 and roles at Axa Advisors, LLC and Anchored Risk Management, LLC. He is also involved in licensed insurance activities through an affiliated entity, recommending commissionable life, disability, and long-term care insurance products. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating investment management through third-party advisers. The firm operates a non-discretionary, manager-of-managers model, focusing on building manager allocation plans and monitoring alignment with client objectives without taking custody of assets.
Based on Anchor Capital Management LLC
All Assets Under Management+: 1.00% total fee (split as 0.30% to Anchor Capital Management, 0.30% to co-solicitor WLFB, Inc., and 0.40% to third party manager; fees are negotiable) $0+: Smart Portfolios fees range from 0.60% minimum to 1.5% maximum (charged quarterly in advance by third party advisor) $0+: WealthMark LLC fees fixed at 1.0% (charged quarterly in arrears by third party advisor)
Fee-only: Fees are asset-based and paid via third party investment advisors; Anchor Capital Management receives 50% of third party advisory fees; no commission-based compensation from asset management
Marysville, WA
Washington
Anchored Risk Management, LLC
2022 - Present (4 years)
Anchor Capital Management
2019 - Present (7 years)
Axa Advisors, Llc
2018 - 2019 (1 year)
unemployment
2017 - 2017 (1 year)
Us Navy
1994 - 2017 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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