Are you looking for help with financial planning, investment management, or insurance? Anchor Financial Group has been providing these services since 1988. Our planning fees range from $500 for a simple analysis to $3,000 for a complex plan. We often lower these planning fees if you also want help with investment management. Our investment management fees start at 1.25% of account value per year and are discounted for larger accounts.
EXPECT UNBIASED ADVICE
Our independence benefits you. We are not pressured into selling you services or products that generate high short-term profits for us, at your expense. As a Registered Investment Advisor (RIA) with the State of California, we adhere to a high “fiduciary” standard that requires us to put your interests above ours.
EXPECT EXCELLENT SERVICE
You deserve first-class service and communication from your financial partner. You will receive weekly newsletters, 24-7 access to your accounts via computer or smart phone, and regular reviews.