Anchor Capital Advisors LLC

Anchor Capital Advisors, LLC, based in Boston, Massachusetts, is an SEC-registered investment adviser offering Wealth Advisory and Investment Management services to retail investors tailored to individual client needs. Clients can choose from individually managed strategies or non-affiliated investment options like mutual funds, ETFs, and structured notes. The firm exercises discretionary authority over client assets based on specified objectives and limitations. Anchor does not impose specific limitations on advice or products offered. Clients must have a minimum of $1 million in investible assets to establish a relationship. Fees are based on a percentage of assets under management, charged quarterly in advance, and may include additional transaction and custody fees. The firm is a fiduciary, obligated to act in the client's best interest, though conflicts of interest may arise, such as time allocation and soft dollar arrangements with broker-dealers. Financial professionals at Anchor receive a salary and potential discretionary bonuses based on performance. For more details, clients can refer to the firm's Form ADV available on their website.