Why Fee Only Planner?

Why Fee Only Planner?

Is a fee-only planner really fee-only? As broker-dealers have searched for customers, many brokers have advertised as fee-only, when, in fact, they receive compensation from commissions or other sources. An important point to note that a Registered Investment Advisor has a fiduciary duty to protect client assets, free of conflicts of interest.  Click Here

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THIS INFORMATION IS AS GENERIC AS POSSIBLE; NEVERTHELESS, INDIVIDUALS SHOULD CONSULT US OR THEIR OWN INVESTMENT COUNSEL REGARDING PERSONAL CIRCUMSTANCES PRIOR TO ACTING.

Anchor operates on a fee-only basis: financial planning services are offered for a quoted price and investment management services are recognized as a percent of assets under management.

Anchor Captial Management, LLC, is a mid-sized, client centered firm, working closely with individuals, families, multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long term plans and objectives.

323 Taughannock Blvd, #8
Ithaca, NY 14850
anchorithaca.com
Phone: (607)-272-0004