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
230 S Tamiami Trail, Suite 3-H, Venice, FL, 34285
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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
Kenneth is an insurance agent selling insurance products since 2019, dedicating about 10-20% of his time. He also owns a business selling flavored pickles at vendor/craft shows, spending minimal time on this activity.