Firm
Anchor Investment Management
Columbia, South Carolina
Fee-only
Anchor Investment Management at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 17 employees and 763 individual clients, 239 of them high net worth.
- Its average account is about $702,000 (assets it manages divided by its 2,159 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Columbia, South Carolina |
|---|---|
| Website | anchorinvestmentmanagement.com |
| Phone | (803) 790-6654 |
Anchor Investment Management fees
Anchor Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.5 billion |
| Individual clients | 524 |
| High-net-worth clients | 239 |
| Accounts managed | 2,159 |
| Employees | 17 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-64338) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 135296 |