Anchor Cap Advisors
Expert financial guidance to secure your future. We provide personalized wealth management solutions tailored to your unique goals and aspirations.
Who We Are
Securing Futures Through Strategic Financial Planning
Anchor Cap Advisors is a Brooklyn-based financial advisory firm dedicated to helping clients navigate complex financial landscapes with confidence and clarity.
- Personalized investment strategies tailored to your unique financial goals
- Comprehensive retirement planning to ensure your golden years are secure
- Risk management solutions that protect your assets while maximizing growth potential through disciplined portfolio management
Our Services
Investment Management
Customized portfolio strategies designed to grow your wealth while aligning with your risk tolerance and financial objectives.
Retirement Planning
Comprehensive strategies to help you build, manage, and preserve wealth for a secure and comfortable retirement.
Risk Management
Protect your assets and loved ones with tailored insurance solutions and risk assessment strategies.
Estate Planning
Preserve your legacy with strategic wealth transfer solutions and tax-efficient estate planning.
Tax Strategies
Minimize tax liabilities and maximize after-tax returns through proactive tax planning and optimization.
Family Wealth Advisory
Multi-generational wealth planning to help families achieve their financial goals and maintain harmony.
Why Choose Us
Personalized Strategies
Fiduciary Standard
Transparent Pricing
Holistic Approach
Proactive Monitoring
Client Education
Financial Advisory FAQs
Get answers to common questions about our wealth management services, investment approach, and how we help clients achieve their financial goals.
1. What makes Anchor Cap Advisors different from other financial firms?
As a fiduciary, we're legally obligated to put your interests first. We combine personalized service with institutional-quality research to create tailored financial strategies. Our flat-fee structure ensures transparency and aligns our success with yours.
2. What is your investment philosophy?
We believe in evidence-based investing focused on long-term growth rather than short-term speculation. Our approach emphasizes diversification, cost efficiency, and disciplined rebalancing. We build portfolios based on your specific risk tolerance, time horizon, and financial objectives.
3. How often will we review my financial plan?
We conduct formal reviews quarterly, but our team is available year-round for questions or adjustments. Major life events (marriage, career changes, etc.) always prompt immediate reviews. Our proactive monitoring means we'll contact you if market conditions warrant strategy discussions.
4. What assets under management do you require?
We work with clients at various wealth levels, with minimums starting at $250,000 in investable assets. However, we offer financial planning services without minimums for clients beginning their wealth-building journey. Our goal is to grow with you over time.
5. How do you charge for your services?
We operate on a transparent fee-only basis (typically 0.75%-1.25% of AUM annually), with no hidden commissions. Financial planning engagements can be hourly or fixed-fee. You'll always know exactly what you're paying and the value you're receiving.