Firm Info
Firm Size
Services Offered
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Portfolio Management for Businesses or Institutional Clients
- Pension Consulting Services
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
- Pension & Profit Sharing Plans
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Hourly
Anson Analytics Overview
ANSON ANALYTICS is a Fee Only registered investment advisory firm that has been in business since 2018. The company is located in Tyrone, GA and specializes in investment advice only. ANSON ANALYTICS offers a wide range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. Whether you are an individual or representing a business, ANSON ANALYTICS can help you navigate the complex world of investments by providing you with sound investment advice. The firm has a lot of experience in managing portfolios for various clients, making it an excellent choice if you want to make informed investment decisions. The company's fee only arrangement also ensures that the interests of the clients are always put first. ANSON ANALYTICS has a dedicated team of professionals who aim to provide personalized services to clients, tailoring financial plans to fit their specific needs. The firm's goal is to help clients achieve their financial goals in a safe and sustainable manner, providing them with a peace of mind that only comes with sound financial planning and management.
rate flat fee ANSON ANALYTICS serves a diverse range of clients, including individuals, high net worth individuals, and pension or profit sharing plans seeking financial management and investment advice. The firm is well-equipped to cater to the unique needs of each client. ANSON ANALYTICS offers a variety of fee structures designed to accommodate different clients' financial goals and preferences. Clients can opt for a percentage of AUM fee structure, hourly rate or a flat fee, depending on the services they require. The percentage of AUM fee structure involves a fee based on a percentage of assets under management. The hourly rate fee structure involves charging clients for the amount of time spent providing financial advice. Finally, the flat fee structure involves clients being charged a fixed fee for a specific service provided by ANSON ANALYTICS. Overall, the firm's flexible fee structures ensure clients receive tailored financial services that best suit their needs, goals, and preferences.
Typical Clients, Fee Structures & Investment Minimum
The investment minimum for ANSON ANALYTICS is $500,000 to open and maintain a portfolio management account.
How This Office Can Help Tyrone, GA Residents
Anson Analytics offers a range of financial services to assist clients in Tyrone, GA. For those struggling with debt management, Anson Analytics provides debt consolidation and debt settlement solutions to help individuals combine multiple debts into a single payment and negotiate with creditors for a more manageable payment plan with reduced interest rates. Additionally, for individuals who may be facing bankruptcy, Anson Analytics specializes in bankruptcy advice and can help guide clients through the bankruptcy process, providing comprehensive support from start to finish. Furthermore, for individuals looking to invest in their future, Anson Analytics offers investment management and financial planning services to help clients achieve their long-term financial goals. This may include creating a customized investment portfolio tailored to an individual's risk tolerance, managing retirement accounts, and developing comprehensive financial plans that incorporate tax planning and estate planning. Overall, Anson Analytics strives to provide personalized financial solutions that are tailored to meet the specific needs of individuals in Tyrone, GA.
Services Offered by Anson Analytics
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Anson Analytics most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.
This Office Location
Other Office Locations
This firm has no other locations.
State Registrations
Anson Analytics is registered to service clients in the following states:
- Georgia
- New Hampshire
Disciplinary History
Anson Analytics does not have any disclosures. Please visit it's Form ADV for more details.