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
Ithaca, NY 14850
Credentials
CFP®, Series 63
Industry experience
17 years
Financial Planning Services require a $500 initial first-meeting deposit, plus minimum quarterly retainer; Consulting Services require $500 initial deposit plus hourly fees
Consulting Services charged at $300 per hour, with a $500 initial deposit
Account minimum: $500,000 minimum for Portfolio Management services; $500,000 minimum net worth for Financial Planning clients (both may be waived) Minimum fee: Financial Planning Services require a minimum fixed quarterly retainer of $3,000 after a $500 initial deposit (waived if client engages Portfolio Management services) Fee-only: Firm is fee-only; does not accept commissions or 12b-1 fees
Anchor Capital Management, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Ithaca, NY
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