Anchor Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,594,027
Clients
20
Advisors
1
of 1 employees
About
Anchor Advisory provides discretionary investment management and related advisory services to individuals, high‑net‑worth individuals, trusts, and estates, delivering customized portfolios and ongoing supervision. The firm constructs portfolios primarily from low‑cost mutual funds and ETFs and may also employ individual stocks, bonds, and options to meet client objectives.
Its investment process is described as primarily long‑term focused and combines fundamental, technical, and cyclical analysis to set asset allocation, construct portfolios, and guide rebalancing and tax‑loss harvesting decisions. Accounts are managed to client goals and risk tolerance with continuous monitoring and formal reviews generally conducted at least annually.
The brochure discloses corporate ownership and the firm’s management of assets within client brokerage and pension accounts, and it describes an institutional custodial relationship that provides access to institutional‑level services. Those operational features — corporate ownership, pension‑account management, and use of an institutional custodian — are less common among solo independent advisors and suggest the firm may routinely serve corporate, institutional, or cross‑border account types in addition to individual clients.
Client services
Expertise
Fee options
Up to 2.0% annually (fixed fee basis, negotiable)
Main office
1200 Brickell Ave Ste 1811
Miami FL 33131
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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