Fee Disclosure Form

Investment Fee Agreement

  • New Accounts

    Please indicate below, what accounts are to be opened with Anchor Bay Capital, Inc.
  • What Type of Account are We Opening?Account Holder Name(s)How is it being funded?What is the Approximate Account Opening Value? 
  • Management Fees

  • Account type/ Owner(s)Annual Fee %Fee paid directly by account? Y/NPortfolio Model Assigned