Fees & Fiduciary
Transparent pricing. No commissions.
You should always know exactly what you pay your advisor, and exactly why. Here's how AnchorLine is compensated, in plain English.
ALIGNING INTERESTS
A flat fee on assets we manage.
Our ongoing engagement combines financial planning and investment management for a single, all-inclusive fee, billed monthly in arrears from the custodial account. No layered fund commissions, no transaction-based revenue, no surprises.
| Assets Under Management | Annual Rate |
|---|---|
| Under $1,000,000 | 1.00% |
| $1,000,000 - $2,000,000 | 0.90% |
| $2,000,000 - $3,000,000 | 0.80% |
| $3,000,000 - $5,000,000 | 0.70% |
| $5,000,000+ | 0.60% |
Flat-fee planning engagements available for clients who prefer planning without investment management. Discussed at our introductory call.
FAQ
Questions we hear often.
Where are my assets held?
At an independent, third-party custodian. Generally Schwab. AnchorLine never takes custody of client funds.
Do you have account minimums?
No. I want to help everyone I can, so there's no account minimum. For clients with smaller portfolios, flat-fee planning engagements are available as an alternative to ongoing investment management.
Are there any other fees?
Custodians may charge nominal transaction fees, and ETFs/mutual funds have their own underlying expense ratios. We work to keep these low.
Can I leave anytime?
Yes. There are no long-term contracts or surrender charges. You can end the engagement at any time.