Dennis Culver
Dennis Culver is a registered investment advisor at Ameritas Advisory Services, LLC, based in San Ramon, CA, with 10 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
2000 Crow Canyon Place Ste 250, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Criminal
April 2002Other Business Activities
Dennis works as a financial advisor for David White & Associates and dba Barto Lucas, dedicating full-time hours to each. He also works as a reporter for Bay City News, spending about a quarter of his time editing and writing news stories.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Mutual Securities, INC.Broker
Insight Wealth Strategies, LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.