Professional Portfolio Management Service

Affordable high quality asset management. Available to all. No minimum.

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“In late 2019, Anglia Advisors was approved to offer Dimensional Fund Advisors (DFA) investments to clients using our existing investment platform. To me, this represented a major milestone in the evolution of the firm. I have always been proud of the quality of the many investment resources made available to our clients, but with Anglia Advisors now able to offer DFA investments in managed portfolios on that very same platform that can also now offer integrated no-fee Checking and High Yield Savings accounts, I truly believe that our savings, investment and retirement planning service has now moved to a whole new level.” - Simon Brady, CFP®, founder and principal of Anglia Advisors.

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PORTFOLIO

PROFESSIONAL PORTFOLIO MANAGEMENT SERVICE FEATURES

Full discretionary asset allocation, portfolio construction, asset management and rebalancing by an experienced CFP® professional investment manager

Direct discretionary management of taxable brokerage accounts, Traditional IRAs, Roth IRAs, SEP-IRAs, Inherited IRAs, trust accounts etc.

Ongoing direct access to your CERTIFIED FINANCIAL PLANNER™ portfolio manager to discuss all your managed investments, including by means of an encrypted, archived text messaging system available to send secure private messages and instructions

No minimum investment requirement, fees charged as a percentage of assets managed, with break points for larger balances

Available as an addition to any of our financial planning services or as a standalone service with no financial planning services required

Unlimited multiple different goals with associated appropriate and customized asset allocations recommended for each goal

Integrated High Yield Savings account to ensure that cash positions earn up to 5-10x the rate of return of traditional bank savings accounts. No fees are ever charged on this balance.

Integrated checking account with worldwide zero cost ATM fees. No fees are ever charged on this balance.

As an approved DIMENSIONAL FUNDS ADVISORS (DFA) advisor, we can offer all DFA funds within our managed portfolios

A mobile app that can become the hub of your financial life

Zero platform or account maintenance fees

Zero transaction fees

Zero-cost daily rebalancing, both at a portfolio level (for all portfolios) and at a security level (for DFA portfolios only)

Zero-cost automated recurring contributions

Tax optimized automated sales-lot selection

Available Socially Responsible Investing (SRI)/Environmental, Social and Governance (ESG) low-cost portfolios

Available Factor-Based ("Smart Beta") portfolios

Fractional share purchases and sales to ensure easy and effective dollar-cost-averaging and less cash drag on the portfolio

Charitable donation optimization

Personalized proprietary Anglia Risk Score

Fully paperless electronic onboarding, performance data and document management system

Electronically-delivered tax forms that can be simply downloaded and sent to a tax preparer or imported directly into Turbo Tax, H&R Block or TaxACT software

Fiduciary management and best interest obligation at all times

Available concierge-style onboarding with Charles Schwab if our platform is unavailable or not advised due to your circumstances

PRICING

Maximum annual Professional Portfolio Management fees as a % of managed assets:

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