Anchor Capital Management, LLC fees and pricing
Financial planner in Ithaca, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 15, 2026, Anchor Capital Management, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“For this service, we charge an initial first-meeting deposit of $500 and subsequently, an hourly fee, of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Anchor Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Depending on the particular arrangement with each client, we will either invoice clients or directly debit their custodial accounts for portfolio management fees.”
- “Portfolio management fees are billed in advance at the beginning of each quarter, based upon the billable balance on the last day of the previous calendar quarter.”
- “The first-meeting deposit is payable in advance of the scheduled meeting and is not refundable.”
How Anchor Capital Management, LLC’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Ithaca that publish an hourly rate charge less.
About Anchor Capital Management, LLC
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1983 (43 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 69
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $61,156,514
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124600
- Phone
- (607) 272-0004
Other planners in Ithaca that publish fees
- Cornell Pochily Investment Advisors, Inc.Ithaca$150-$350/hr, $100-$10,000
- S Conway Consulting, LLCIthaca$300/hr, $2,400
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.