Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Capital offers in-house investment advisory programs with fees based on a percentage of the account value. The Allocation Perspectives Portfolio has a different fee schedule than the Allocation Insights Portfolio, which also charges an additional quarterly asset fee of .035%. Fees may be negotiable under certain circumstances. They also offer 3rd party investment advisory programs with fees that vary depending on the advisor and program selected. Financial planning fees are subject to a maximum of 2.5% of household income but not less than 1% annual household income subject to a $500.00 minimum. Hourly fees range from $75 to $250 depending on the service.
Areas of Practice
Advisor Information
Office location
4222 Grantline Road, New Albany, IN, 47150
Get directionsRegulatory 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 ActivitiesSells Insurance
Dianne works full-time providing financial and insurance services through Retirement Pathways and as an Investment Advisor Representative at American Capital Management. She also volunteers as a board member for Eagle Creek and as treasurer for Louisville First SDA Church, dedicating a few hours per week to each.