Fee Disclosure Form

Investment Fee Agreement

  • New Accounts

    Please indicate below, what accounts are to be opened with Anchor Bay Capital, Inc.
  • Date Format: MM slash DD slash YYYY
  • First NameLast NameAge 
  • Account TypeAccount OwnerHow is it being funded?What is the Approximate Account Opening Value? 
  • Management Fees

  • Account TypeAccount OwnerAnnual Fee %Fee paid directly by account? Y/N 
  • Risk Tolerance

  • Client NameRisk Willingness ScoreRisk Ability Score 
    Enter the Number from the Tolerisk Generated Willingness Section and from the Tolerisk Ability Section. Fill out for each Client in Household
  • Advisor Client Summary