Each service has a typical engagement length, a typical fee, and a written deliverable. Pricing is transparent because the work is auditable.
A separately managed account, custodied at Schwab or Fidelity, in your name. Anchorbay holds the discretion to trade against the IPS allocation bands. You keep transparency through the Position Blotter, tax control, and the ability to walk in 30 days.
A 12–36 month structured plan to unwind a single-stock concentration into a diversified core. 10b5-1 framework, tax-aware lot selection, pre-cleared with employer counsel. Documented in writing before the first sale.
For families consolidating across Schwab, Fidelity, RSU plans, prior advisors, and old syndicates. Anchorbay aggregates the household balance sheet, writes the IPS, and becomes the single point of accountability across CPAs, attorneys, and custodians.
The first 30 minutes is a free intake call. The second is a written one-page summary of your current state and what would change in the first 90 days. Only after you read it do we talk price.