Institutional Money Management
Fee considerations
Anchor Capital’s long-term commitment is to develop client relationships where clients are able to see long-term success in achieving their financial and wealth-related goals.
Complimentary initial consultation available
The basic fee structure for Anchor Capital Management LLC clients is outlined here:
| Anchor Capital Fee Considerations | ||
| Portfolio Management | ||
|
Fees for portfolio management services are calculated as a percentage of assets under management. The annual portfolio management fee is calculated at a rate of one percent per annum (1%) of assets under management (defined as all cash, cash equivalents, stocks, bonds and mutual funds in portfolio) computed as follows: at the beginning of each calendar quarter, a fee is computed based on one quarter of one percent (1/4 of 1%) of the market value of funds at the end of the previous quarter. Minimum portfolio size is $500,000. Break points are at $1,000,000 and $5,000,000. |
Complimentary initial consultation available