A. N. Culbertson & Company, Inc. provides wealth management services, including managing investments and creating financial plans. For investment management, they discuss your goals, risk tolerance, and financial situation to create a tailored strategy. For financial planning, they assess your finances and create an action plan. They advise on stocks, bonds, mutual funds, and exchange-traded funds. They do not provide tax or legal advice but can make recommendations and arrange meetings with experts.
Assets Under Management$820M
Clients315
Advisors7
Avg. per Client$2.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The actual fee may be higher or lower depending on the size of the account and the services rendered. Individual clients may be on legacy fee schedules or negotiate alternative fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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