Anchor Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,156,514
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
69
77% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
23
Average account size
$886,326
Client services
Financial planning
Portfolio management
Consulting
Fee options
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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Anchor Capital Management, LLC
323 Taughannock Boulevard, #8
Ithaca NY 14850, United States
Number of offices
1
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