Ankerstar Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,841,873
Clients
309
Advisors
6
across 2 offices
About
Ankerstar Wealth provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients) and business entities, and also offers participant account management for defined-contribution plan accounts. A team of six advisors reports roughly $146 million in regulatory assets under management across about 309 client relationships, with investments spanning equities, fixed income, ETFs, real estate funds, commodities, annuities and private/venture investments.
The firm builds individualized investment policy statements and model portfolios, documents client risk using a Nitrogen® risk questionnaire and signed risk score/range, and typically manages accounts on a discretionary basis while offering non‑discretionary advisory and sub‑advisory options. Implementation tools described in the brochure include long- and short-term trading, options strategies, margin and short sales, proprietary models delivered via third‑party platforms, and a tax‑management overlay provided through a sub‑adviser.
What is noteworthy relative to many peers is the firm’s explicit use of derivatives and the permissive use of borrowing within separately managed accounts—practices the brochure highlights as part of its trading toolkit and that are statistically uncommon among similar team firms. The firm also operates sub‑advisory arrangements (including a tax‑management program provided by 55ip) and receives model subscription and platform-related economic benefits, including a disclosed fee waiver tied to asset placement and certain program models that rely on single‑family fund sets, creating potential conflicts of interest that are disclosed in the brochure.
Client services
Expertise
Occupation focus
Fee options
Basic Planning Package – $500; Comprehensive Planning Package – $1,500; Continuous Planning Package – $3,000
$0 - $500,000: 0.95% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $2,000,000: 0.85% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $5,000,000: 0.70% annually $5,000,000 - $7,500,000: 0.60% annually $7,500,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually
Proprietary investment model subscription fees paid to third-party platform; Firm receives a portion of these fees (amounts vary and are set by platform)
Main office
See office3835 Cr 175, Unit #840
Leander TX 78641
Advisors at this office
5
Offices (2)
Most active in
Alabama · Arizona · California · Florida · Georgia · Louisiana · Minnesota · Nevada · New Hampshire · New Mexico · Ohio · Oklahoma · Texas
Also doing business as
Afterburner Financial, LLC · Ankerstar Wealth, LLC
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.
Quick links
Advisors at this firm
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