WE ARE ANCHORY

Services

We want to help you in all financial stages - starting from the beginning, all the way to the peak of your financial journey. Once you share with us your financial situation and what you are looking for, we will help you make informed decisions to guide you towards your financial goals.

your options

Find Your Plan

Every person is unique and so is their financial journey. That is why we offer different plans to accommodate whatever stage you are in your life. Our plans are tailored to achieve your goals.

Contact us
Starter
Foundation
Up to $100K
Investment Assets
  • Receive financial and retirement planning guidance from our advisory team, to help you take charge of your money
  • Unlimited advice and retirement planning help from financial advisors
  • A professionally managed ETF portfolio with quarterly reviews
  • Tailored Financial Game-plan
Learn more
Investment Management
$100K to $200K
Investment Assets
  • Receive financial and retirement planning guidance from our advisory team, to help you take charge of your money.
  • Unlimited advice and retirement planning help from financial advisors
  • A professionally managed ETF portfolio with reviews upon request
  • Tailored Financial Game-plan
Learn more
wealth management
Over $200K to $1M
Investment Assets
  • Get dedicated advice and specialist support to help you manage your money as you face new financial challenges.
  • Dedicated Financial Advisor
  • A customized portfolio with monthly reviews
  • Tax optimization, thanks to individual stock investments
  • Specialists in real estate, stock options, and more
  • Tailored Financial Game-plan
Learn more
Private Client
Over $1M
Investment Assets
  • You’re ready for one-on-one comprehensive financial planning to build customized investment plans to help you meet your lifestyle goals.
  • Dedicated Financial Advisor
  • In-depth specialist support for retirement and wealth planning
  • Tax optimization, thanks to individual stock investments
  • Priority access to our specialists and Investment Committee
  • Private equity investment options
Learn more
Simple Pricing

Compare Plans

STARTER
LITE
PRO
Starter
Foundation
Up to $100K
Investment Assets
Investment Management
$100K to $200K
Investment Assets
wealth management
Over $200K to $1M
Investment Assets
Private Client

Over $1M
Investment Assets
Financial guidance
Financial Planning Tools
Financial Advisory Team
Dedicated Financial Advisor
Free
Enhanced
Access to Specialist
Direct Access to Portfolio Managers
Unlimited
Unlimited
Advisory Service
Financial & Retirement Planning
Investment Review
Financial decisions support (including insurance, home, finance, stock options, and compensation)
Wealth planning (estate, tax, and legacy)
Private equity and hedge fund review
Access to private banking services
500
25,000
1,000,000
Investment Services
Anchory Total Return Strategy and Smart Beta Weightings
Portfolio monitoring and rebalancing
Tax optimization
Portfolio customization
3
Estate, tax and legacy portfolio construction
3
10
portfolio implementation
Exchange-traded funds (ETFs) & Mutual Funds
Individual stocks
Individual bonds* and private equity investments**
Pricing
$
0
Free Forever
Sign Up
$
16
per month (paid yearly)
Buy Plan
$
35
per month (paid yearly)
Buy Plan
Our Fee Structure
       $49/month       
          0.99%          
          0.89%          
First $3M      0.79%
Next $2M      0.69%
Next $5M      0.59%
Over $10M    0.49%
Good Questions

Questions to Ask Financial Advisors

Q
A

Are you a Fiduciary?

Fiduciaries work in the best interest of the client. Non-fiduciaries only need to recommend products that are “suitable” — even if they’re not the lowest-cost or most ideal for you. That’s why you want to know about the fiduciary rule and ask potential advisors if they follow that standard.

@ANCHORY we proudly follow the Fiduciary standard.

Q
A

What’s your investment philosophy?

It’s important to ensure you have a good understanding of the advisor's investment philosophy. Here’s why: You want to make sure the advisor not only has a process in place for when to buy certain investments but also when to sell them. The later is something a lot of advisors are missing in their investment approach.

@ANCHORY we believe your Investments should not only adjust with your changing personal circumstances but also take into account the current market environment. That is why we created our unique rules-based process and non-consensus approach.

Q
A

What tax hit do I face if I invest with you?

This question helps ensure the advisor has your tax bill in mind when making financial decisions. Asking about taxes and fees is a way to explore what your estimated net return might be.

@ANCHORY we care about your bottom line. That means were are being as tax-efficient as possible.

Q
A

How do you get paid?

Advisors can use a variety of fee structures. To keep it simple and avoid conflicts of interest, we think you should focus on fee-only advisors. They don’t get commissions for selling products. Fee-only advisors might charge a percentage of the assets they manage for you, a flat fee for services, or an hourly fee.

@ANCHORY we offer several Fee-Only Services please see the above plans.

Q
A

Who is your custodian?

Ideally, your financial advisor has hired an independent custodian, such as a brokerage, to hold your investments. Be careful if a financial advisor acts as his or her custodian, you could run into potential danger à la Bernie Madoff, the notorious financial advisor who defrauded clients through a multibillion-dollar Ponzi scheme. Asking this question provides an important safety check.

@ANCHORY we use TDAmeritrade & Charles Schwab as custodians.

Q
A

What professional credentials do you have?

You should work with an adviser who has some sort of financial planning or investment-related credentials. Two of the most popular are the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst (CFA) designation. Nearly all credentialing programs I am aware of have a work experience requirement, so you can be assured that if you hire a credentialed adviser, you won’t be their first client.

@ANCHORY you will work with a dedicated advisor that holds the Certified Financial Planner (CFP) designation.

Let’s work together!

Get Started
Your Next Step

Are You Ready?

Contact Us

Give us your name and email and we will reach out to you.

info@anchory.com
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

@AnchoryFinancial