AA
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Aniekan Archibong

7 Years of Experience
1 Disclosure

Aniekan Archibong is a registered investment advisor at Capital Group Private Client Services, INC., based in Los Angeles, CA, with 7 years of industry experience. Aniekan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,638 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
98 advisors
Number of Clients
8,638 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$42.7B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.65%
$10.0M - $15.0M0.50%
$15.0M - $20.0M0.45%
$20.0M - $25.0M0.40%
$25.0M - $35.0M0.35%
$35.0M - $45.0M0.30%
$45.0M - $55.0M0.28%
$55.0M - $75.0M0.25%
$75.0M - $500.0M0.23%
$500M+0.20%

In addition to the advisory fees, clients are assessed a Separately Managed Service Fee on assets invested in the respective SMA program. U.S. Equity: 0.345%, International Equity/ Global Equity: 0.385%, Core Plus Bond: 0.290%, Intermediate/ Core Bond: 0.250%, Municipal Income: 0.250%, Municipal Bond: 0.150%. For relationships below $5 million, advisory fees will be assessed based on the following schedule: 1.00% up to $1 million; 0.90% from $1 million up to $3 million; and 0.80% from $3 million up to $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 South Hope Street, Los Angeles, CA, 90071

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History

Regulatory History (1)
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Criminal
August 2000
Final Disposition
Employment History
Current Registrations
Capital Group Private Client Services, INC.
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
Capital Bank and Trust Company
November 2018 - July 2021 · 2 yrs 8 mos
State Registrations6 states
CAGAILNVNYTX
Advisor

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Exams
No exam information available for this advisor.