Anchorpointe Wealth Management

Services & Fees

Goals and Review

Wealth Management

Retirement Planning

Tax Strategy

Education

Insurance & Risk Management

Budgeting

Estate Planning

LOOKING FOR A COMPLETE LIST OF SERVICES OFFERED IN THE DIAMOND MODEL?

DOWNLOAD THE FULL SERVICES BROCHURE

What About Pricing?

Assets Under Management	Annual Management Fee	Quarterly Management Fee
$0 - $500,000	1.50%	0.375%
$500,001 - $1,000,000	1.25%	0.3125%
$1,000,001 - $2,000,000	1.00%	0.25%
$2,000,001 - $3,000,000	0.75%	0.1875%
Greater than $3,000,000	0.50%	0.125%

*Financial Boot Camp: Limited scope, project-based financial planning is available at the advisor’s discretion for a flat fee of $1,000.

*Investment management fees are charged in addition to the financial planning fees outlined above. These fees vary based upon assets under management.

Have a Question?

Schedule Intro Call