Anchor Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Anchor Capital Management serves individuals, trusts, closely held businesses and pension plans, offering financial planning as a value-added service and facilitating introductions to pre‑screened third‑party investment advisers. Its planning work focuses on retirement feasibility studies, cash flow analysis, estate‑planning referrals and risk‑management reviews, and insurance recommendations are offered alongside manager placement.
The firm builds manager allocation plans and recommends the hiring of two to four third‑party managers, but it does not take custody or exercise investment discretion; clients sign separate advisory agreements with the selected managers. Anchor monitors manager performance, attends client‑manager meetings (up to four times per year), and emphasizes diversification across managers and instruments, including stocks, bonds, ETFs, REITs, commodities and alternative funds.
Notable distinctions include an affiliation with an insurance business: the firm’s principal is a licensed insurance producer and an affiliated entity sells commissionable life, disability and long‑term care products, a source of additional compensation and a disclosed conflict of interest. The firm also generally receives a fee reallowance from third‑party managers rather than directly charging clients a percentage‑of‑assets fee, reports no assets under management, and does not provide direct portfolio management for individuals — characteristics that differ from many independent peers.
Client services
Expertise
Fee options
All Assets Under Management+: 1.00% total fee (split as 0.30% to Anchor Capital Management, 0.30% to co-solicitor WLFB, Inc., and 0.40% to third party manager; fees are negotiable) $0+: Smart Portfolios fees range from 0.60% minimum to 1.5% maximum (charged quarterly in advance by third party advisor) $0+: WealthMark LLC fees fixed at 1.0% (charged quarterly in arrears by third party advisor)
Fee-only: Fees are asset-based and paid via third party investment advisors; Anchor Capital Management receives 50% of third party advisory fees; no commission-based compensation from asset management
Main office
Marysville WA
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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