Overview
- Headquarters
- Leander, TX
- Total Firm Assets
- $146 million
- Average High-Net-Worth Client Portfolio Size
- $1.3 million
Fee Disclosure
Source: ADV PART 2A - ANKERSTAR WEALTH, LLC (2026-08-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 0.95% |
| $500,001 | $1,000,000 | 0.90% |
| $1,000,001 | $2,000,000 | 0.85% |
| $2,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $7,500,000 | 0.60% |
| $7,500,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,250 | 0.92% |
| $5 million | $39,750 | 0.80% |
| $10 million | $67,250 | 0.67% |
| $50 million | $227,250 | 0.45% |
| $100 million | $427,250 | 0.43% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 66.87%
- Number of High-Net-Worth Clients
- 77
- Total Client Accounts
- 881
- Discretionary Accounts
- 844
- Non-Discretionary Accounts
- 37
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 170819
- ADV PART 2A - ANKERSTAR WEALTH, LLC (2026-08-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗