Why Ankerstar Wealth?

We're a fee-only fiduciary, which means our advice isn't influenced by commissions or product incentives - we're paid by our clients, for our clients. We take a coordinated approach to your finances, connecting investment management with tax and estate strategy through our planning team and trusted outside partners, rather than treating each piece separately. We don't lock up your money in illiquid products; We don't charge fees to open, close, or transfer accounts, and we don't require a minimum to get started. While we're a Texas-based firm, we serve clients nationwide - wherever you are, we're the people you call, anytime you need us. Our advisors are Series 65 licensed and registered with the SEC, and you can verify our credentials directly through FINRA's BrokerCheck.

How are your fees calculated and collected?

Fees are deducted directly from your account on a quarterly basis, and we bill in arrears - meaning you're only charged after the quarter's services have already been provided, not in advance. If you'd prefer, you're also welcome to pay by check instead. There are no hidden fees layered on top of this for standard account management.

Portfolio Management Fees | Ankerstar Wealth

Portfolio Management Fees

Investment management

One fee. It gets smaller as your account grows.

Ankerstar Wealth is a fee-only firm. Clients pay for our services through the fees described on this page.

For portfolio advisory and management services, there are no implementation, set-up or upfront fees and there are no exit fees. We charge a single ongoing fee for the monitoring, management and administration of your investment portfolio, per the following table. This is a tiered fee schedule where each higher level of assets has a lower rate than previous AUM levels. These levels are additive in that the first $500K is billed at 0.95% annually rate and then the next $500K is billed at 0.90% annually and so on as the account size increases.

Annual advisory fee schedule by assets under management
Assets under management	Annual	Quarterly
First $500,000	0.95%	0.2375%
$500,000 – $1M	0.90%	0.2250%
$1M – $2M	0.85%	0.2125%
$2M – $3M	0.80%	0.2000%
$3M – $5M	0.70%	0.1750%
$5M – $7.5M	0.60%	0.1500%
$7.5M – $10M	0.50%	0.1250%
$10M+	0.40%	0.1000%

Financial planning

Fixed Fees

Our initial half-hour discovery meeting is complimentary, where we can interview each other. This meeting will conclude with a recommendation and specific price quote which will depend on the client's unique circumstances and needs. Clients will have the option to choose the service package after consultation with the Adviser.

The fixed rate for creating Client financial plans is below. Fixed financial planning fees are paid via check, cash, or wire. These fees are charged in arrears upon completion. The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.

Basic Planning Package

$500

for 1-hour meeting & basic plan.

Comprehensive Planning Package

$1,500

for 1-hour meeting & full plan.

Continuous Planning Package

$3,000

for initial 2-hour meeting plus three quarterly 2-hour meetings & full plan.

Clients may terminate the agreement without penalty for a full refund of AW's fees within five business days of signing the Financial Planning Agreement. Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice.