A. N. CULBERTSON & COMPANY, INC.
A. N. Culbertson & Company, Inc. is a reputable financial firm that has been in business for over 30 years. The company prides itself on providing exceptional financial advice and services to its clients. With a team of experienced and knowledgeable advisors, A. N. Culbertson & Company, Inc. has helped numerous individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Providing personalized and comprehensive financial planning
- Offering a wide range of financial services
- Utilizing a team-based approach to deliver the best results
- Building long-term relationships with clients
Facts and Insights
A. N. Culbertson & Company, Inc. manages over $500 million in assets and has a team of 8 advisors. The company has been in business since 1987 and has established a strong reputation for its expertise and integrity in the financial industry.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 1987 – present |
Financial Services Offered
A. N. Culbertson & Company, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and insurance services. The company takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation to provide the best solutions.
Client Types
A. N. Culbertson & Company, Inc. caters to a diverse range of clients, including high net worth individuals, families, small businesses, and corporations. The company’s team of advisors has extensive experience working with clients from various backgrounds and understands the unique financial needs of each client.
Fees & Compensation
A. N. Culbertson & Company, Inc. is a fee-based advisory firm, meaning that the company charges a percentage of the assets under management as its fee. This fee structure aligns the company’s interests with those of its clients, as the more the client’s assets grow, the more the firm earns. This ensures that the company is always working in the best interest of its clients.
Background
A. N. Culbertson & Company, Inc. was founded by A. Neil Culbertson in 1987. A. Neil Culbertson has over 40 years of experience in the financial industry and has received numerous accolades for his work. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA). A. N. Culbertson & Company, Inc. continues to be a family-owned and operated firm, with A. Neil Culbertson’s son, Andrew Culbertson, joining the team in 2009.
Financial Advisor Disclosures to Know
A. N. Culbertson & Company, Inc. values transparency and always ensures that its clients are fully informed about any potential conflicts of interest. The company is a registered investment advisor with the Securities and Exchange Commission (SEC) and is subject to its regulations. A. N. Culbertson & Company, Inc. also has a strict code of ethics and maintains high standards of conduct in its business practices.