Curtis Bergquist is a CFP-designated registered investment advisor at Ameribanc Corporation, based in Hoffman Estate, IL, with 49 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 9 clients with $3.6M 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Actual annualized Advisory Fee Rates charged may vary but will never be greater than the maximum fees shown in the above table. In certain circumstances we may negotiate an annualized fee rate for a given client which is lower than the maximum Annual Fee shown above.
Fee Estimator
Location
Hoffman Estate, IL
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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
Curtis is the owner of Ameribanc, a registered investment advisor (RIA), since 1985. He spends about 10-20% of his time on this activity, which is investment-related and generates fee-based income through asset management.
Employment History
Current Registrations
Ameribanc Corporation
Previous Registrations
Ausdal Financial Partners, INC.Broker
Waterstone Financial Group, INC.Broker
Judge & Associates, INC.Broker
Interbanc Equity CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Cowen & CO.Broker
Olde & CO., IncorporatedBroker
State Registrations1 state
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