Advisor at Valic Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valic Financial Advisors
Location
Corinthm, ME
Credentials
Series 66
Industry experience
11 years
$0 - $250,000: 2.13% $250,001 - $500,000: 1.79% $500,001 - $1,000,000: 1.57% $1,000,001 - $3,000,000: 1.46% $3,000,001 - $5,000,000: 1.35% $5,000,001 - $15,000,000: 1.24% $15,000,001 - $25,000,000: 1.22% $25,000,001+: 1.20%
Financial Planning and Consulting Services available on a subscription basis (fees not specifically detailed in brochure).
Minimum fee: Envestnet assesses a minimum quarterly fee equal to one quarter of an annual minimum account fee of $150, if management/administration fees fall below this threshold.
Agia
2022 - Present (4 years)
Trico Inc
2019 - Present (7 years)
VALIC Financial Advisors, INC.
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
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