A. N. Culbertson & Company, Inc.

A. N. Culbertson & Company, Inc. is a registered investment adviser based in Charlottesville, Virginia, established in 1993. The firm offers wealth management services, including asset management and financial planning. They tailor asset management services to meet clients' needs by discussing investment objectives, risk tolerance, and other relevant information. Financial planning services assess clients' financial situations and craft action plans to pursue financial goals. The firm advises on individual stocks, bonds, mutual funds, ETFs, money market funds, and CDs, among other securities. A. N. Culbertson & Company, Inc. acts as a fiduciary when providing investment advice, ensuring they act in clients' best interests. The firm manages approximately $527,826,000 on a discretionary basis and $10,297,000 on a non-discretionary basis. Fees for asset management and financial planning services are based on a percentage of assets under management, with fees payable quarterly in arrears. Clients are generally required to have a minimum of $1,000,000 to open and maintain an investment advisory account, although this minimum may be waived under certain circumstances. The firm does not accept performance-based fees, and clients have the option to pay fees in advance on an annual basis. A. N. Culbertson & Company, Inc. provides insight into its investment strategies, which include fundamental analysis, long-term and short-term purchases, and margin transactions. Clients are advised to consult with a tax professional regarding the investing of their assets due to potential tax implications. The firm does not have any disciplinary information to report.