Our Fee Structure
Fees
Client-centered, fee-only planners, are compensated for their knowledge and services, much like an attorney or a physician. We do not receive commissions from the sale of products or any referral fees for referrals.
No pushy sales tactics—just unbiased advice.
Fee-only advisors have fewer inherent conflicts of interest, and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.
Investment / Advisement Management Fee
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.
NOTE: 0.95% annually is the maximum fee for all AUM clients.
| Assets Under Management | Management Fee |
|---|---|
| First $500K (1-$500K) | 0.95% annually (0.2375% quarterly) |
| Next $500K ($500K-$1M) | 0.90% annually (0.225% quarterly) |
| Next $1M ($1M-$2M) | 0.85% annually (0.2125% quarterly) |
| Next $1M ($2M-$3M) | 0.80% annually (0.200% quarterly) |
| Next $2M ($3M-$5M) | 0.70% annually (0.175% quarterly) |
| Next $2.5M ($5M-$7.5M) | 0.60% annually (0.150% quarterly) |
| Next $2.5M ($7.5M-$10M) | 0.50% annually (0.125% quarterly) |
| Above $10M | 0.40% annually (0.100% quarterly) |
Financial Planning / Advice Fee
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 your unique circumstances and needs.
In general, three packages are available and exact terms will be quoted during the initial meeting.
| Service Package | Service Package |
|---|---|
| Basic Planning Package | $300 for one hour meeting & basic plan |
| Comprehensive Planning Package | $600 for two hour meeting & full plan |
| Continuous Planning Package | $1,500 for initial two hour meeting plus three quarterly 2 hour meetings & full plan |
Contact Us
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Get In Touch
E: VIPservices@AnkerstarWealth.com
P: 512-614-0085
A: 3835 CR 175, Unit #840
Leander, TX 78641 (By Appointment Only)
Ankerstar Wealth, LLC is a Registered Investment Advisor with FINRA and the state of Texas, Arizona, Louisiana, Georgia, Florida, California, Ohio, Alabama and Nevada that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar, Mr. Younkman, Mr. Verrico, Mr. Hanson, Mr. Chisum and Mr. Hinkle hold a Series 65 license with FINRA. More disclosure information is available at https://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Ankerstar Wealth, LLC. Since each individual’s situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.