Ameribanc Corporation offers investment advisory and financial planning services. Its main focus is the Capital Management Service (CMS), which aims to reduce market risk during downturns and maintain a more invested position during positive market periods, specifically using American Funds. Financial planning services are provided by Curtis J. Bergquist, a Certified Financial Planner, and may include consulting, comprehensive planning, portfolio review, retirement, business, asset allocation, education, estate, and insurance planning.
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.