Annleah Culberson
Annleah Culberson is a registered investment advisor at Manning & Napier Advisors, LLC, based in St. Petersburg, FL, with 3 years of industry experience. Annleah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,474 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Rates reflect the Objectives-Based Strategies and Core US Fee Schedule. The firm also offers other strategies with separate fee schedules, such as Strategic Income, Managed ETF Portfolios, various fixed income objectives, and Disciplined Value equities. Fees are negotiable.
Fee Estimator
Location
150 Second Avenue North, Suite 800, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Annleah is an employee and investment advisor representative of Manning & Napier Advisors, LLC, an affiliated registered investment advisor. This activity is investment-related.
Employment History
Current Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.
Manning & Napier Investor Services, INC.Broker
State Registrations2 states
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.
Exams
More Advisors
- Ryan StiphanyManning & Napier Advisors, LLC
- Scott Barlow, CFPFifth Third Securities, INC.
- Jared Sanders, CFPRaymond James & Associates, INC.
- Matthew Stiphany, CFARaymond James & Associates, INC.
- Zoran Knezevic, CFARaymond James & Associates, INC.
- Bradley Sorensen, CFAU.S. Cherry LLC