Fee-OnlyFinder

% of assets managed in Anchorage, AK

7 advisers in Anchorage offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 7

Alaska Wealth Advisors3800 Centerpoint Drive, Suite 910 · Anchorage, AK 99503 · (907) 272-7575 · Financial planningCRD 172151 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAlaska Wealth Management911 West 8th Ave, Su. 101, Pmb 8 · Anchorage, AK 99501 · (907) 250-3341 · Financial planningCRD 323296 · % of assets, Fixed fees · $23.0 million AUMState registeredNo commissions reportedBright Road Wealth Management, LLC405 W. 36th Avenue, Suite 212 · Anchorage, AK 99503 · (907) 339-1555 · Financial planningCRD 164408 · % of assets, Hourly charges, Fixed fees · $443.3 million AUMSEC registeredNo commissions reportedCoho Advisory Services, LLC3150 C Street, Suite 240 · Anchorage, AK 99503 · (907) 333-2646 · Financial planningCRD 325710 · % of assets, Hourly charges · $52.4 million AUMState registeredNo commissions reportedHeisten Wrenn Private Wealth, LLC3150 C Street, Suite 225 · Anchorage, AK 99503 · (907) 222-6270 · Financial planningCRD 315647 · % of assets, Hourly charges, Fixed fees · $231.8 million AUMSEC registeredNo commissions reportedLatash Investments, LLC301 W. Northern Lights Blvd.,, Suite 412 · Anchorage, AK 99503 · (907) 868-7580 · Flat / fixed feesCRD 128012 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedPT Capital Advisors, LLC188 W. Northern Lights Blvd., Suite 920 · Anchorage, AK 99503 · (907) 433-6600 · % of assets managedCRD 168601 · % of assets, Performance-based fees · $56.9 million AUMSEC registeredNo commissions reported