Is it too late to put money away for my future? Investors should carefully consider investment objectives, risks, charges and expenses. Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2, Log in to the Financial Professional Website. DE, DE Sign up for paperless delivery of documents. Jamie A. Claypool at American Funds Distributors, Inc. | Wealthminder For residents of: Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Limited Term Tax-Exempt Bond Fund of America For an investment offered through a group annuity, some of this information may differ and can be obtained from a financial professional. If you are outside of the U.S., contact your operator to call us collect: (757) 670-4900, 8:00 a.m. to 5:00 p.m. Eastern time, Monday through Friday The balance of the loan grows over time and the lender charges interest on the balance. Investments made at or above the $1 million breakpoint become eligible for ongoing service fees after the assets are held for at least one year. Class 529-C shares convert to Class 529-A shares in the month of the 5th anniversary of purchase, at which time ongoing annual service fees will be 0.25%. Guy E. Decker at American Funds Distributors, Inc. With over 450 investment professionals in 18 countries, we manage $485 billion across various asset classes. All other company and product names mentioned are the property of their respective companies. AFD has no responsibility for the professionals' actions and by using this locator tool you agree to hold the American Funds, AFD, any of its affiliates or mutual funds managed by such affiliates, and each of their respective directors, trustees, officers, employees and agents harmless from any losses, expenses, costs or liabilities (including attorney fees) that may be incurred as a result of the professionals actions. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plans financial professional or downloaded and should be read carefully before investing. Use of this website is intended for U.S. residents only. Contact your operator to call us collect. Contact Information for AAG - American Advisors Group 8:00 a.m. to 5:00 p.m. EST, Monday through Friday. Subsequent years commissions are paid as an asset-based fee. American Funds Tax-Exempt Preservation Portfolio, American Funds Tax-Aware Conservative Growth and Income Portfolio, All other American Funds Portfolio Seriesfunds, Retirement income portfolio series fund commission, All American Funds Retirement Income Portfolio Seriesfunds, All American Funds Target Date Retirement Seriesfunds. Compensation for RecordkeeperDirect-Multifundunit classes is paid quarterly. 8:00 a.m. to 7:00 p.m. Eastern time, Monday through Friday. Box 6273 Support Center - Financial Advisor - Contact Information For pricing information by share class, including sales charges and breakpoints, visitShare Class Pricing and Details. ET, Monday through Friday. Email Preferences. The firm has offices in eight locations and a total of 865 advisors. V2023.06.28 About RCP Advisors Founded in 2001, RCP Advisors, a subsidiary of P10, Inc. (NYSE: PX), is a private equity investment firm that provides access to lower middle market private equity fund managers through funds-of-funds, secondary funds, and co-investment funds. All other company and product names mentioned are the property of their respective companies. *Dealers are paid commission of 1% on amounts of $1 million but less than $10 million, 0.50% on amounts of at least $10 million but less than $25 million and 0.25% on amounts of at least $25 million. Please see our privacy notice for additional details. Class C shares convert to Class A shares in the month of the 8th anniversary of purchase, at which time ongoing annual service fees will be 0.25%. If you reside outside the United States, please send mail to the Indiana service center. A financial advisor's fee schedules typically depend on the services. Find an Advisor About this Advisor Kate Turner is a financial advisor who works out of Los Angeles, California, who has 4 years of relevant experience. When you sign up for personalized email alerts, you can choose to receive a daily or weekly summary of activity in your clients accounts. IT, EN Borrowers must occupy home as their primary residence and pay for ongoing maintenance; otherwise the loan becomes due and payable. Investors should carefully consider investment objectives, risks, charges and expenses. IT, EN Turner is an advisor for American Funds Distributors, Inc. FR, EN If your plan ID starts with 1 or 2, call (800) 421-6621. Use our automated phone service to check your account balance, fund prices and more. These investments comprise a mix of American Funds. Contact Us | Capital Group Indianapolis, IN 46206-6164, P.O. Not sure what form you need or how to get something done for your client? A set-aside account can be set up to pay taxes and insurance and may be required in some cases. FR, EN ES. Service your account Send documents Copyright 2023 Capital Group. Each funds portfolio is automatically reallocated for shareholders changing financial needs over time. If you are outside of the U.S., contact your operator to call us collect: (757) 670-4900, 8:00 a.m. to 5:00 p.m. Eastern time, Monday through Friday, (949) 975-5000, 11:00 a.m. to 7:00 p.m. Eastern time, Monday through Friday. Your involvement is encouraged. American Beacon Advisors 220 East Las Colinas Blvd., Suite 1200 Irving, Texas 75039. DE Indianapolis, IN 46206-6007, P.O. Access my account Log in here for secure access to your account transactions and balances. US . Prospectuses describe a fund's investment objectives and strategies, risks, fees and expenses. Previously, Class 529-C shares converted to Class 529-A shares in the 10th anniversary of purchase through June 30, 2020. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. No mortgage solicitation activity or loan applications for properties located in the State of New York can be facilitated through this site. Submit your documentsSubmit your documents electronically and securely to American Funds. Use of this website is intended for U.S. residents only. Call us from 8:00 a.m. to 7:00 p.m. Eastern time, Monday through Friday. American Funds Distributors, Inc is a registered investment business based in Los Angeles, CA. Help with client accounts or log in to website. All rights reserved. ET, Monday through Friday. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. C/O RETIREMENT PLAN SERVICES, P. O. ET, Monday through Friday. Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica. Steven Quagrello (CRD# 4248565) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 22 years of experience in the finance industry. Year 2 and 3: 0.20% Previously, Class C shares converted to Class F-1 shares in the month of the 10th anniversary of purchase through June 30, 2020. To get started, you will be prompted to enter your SSN and date of birth. Contact your operator to call us collect. American Funds Review: Everything You Need to Know You must decide whether to work with a particular financial professional and the terms of the arrangement. Advisor Locator EN, EN Financial professional compensation varies with share and unit classes, and may include dealer commissions at the time of sale and ongoing asset-based service fees. Log in to change your address or buy, sell and exchange shares. Box 6273 8:00 a.m. to 5:00 p.m. Annual asset-based financial professional compensation for RecordkeeperDirect-American Funds, Annual asset-based financial professional compensation for PlanPremier-TPA and PlanPremier-Bundled, Paid by sponsor separately, amount set by fee-based financial professional, Paid by sponsor separately, amount set by fee-based financial professional (not available to new RecordkeeperDirect plans). As a leading global asset manager, we deliver a broad range of investment strategies and solutions to individual and institutional clients around the word. Commissions are based on cumulative investments with no annual reset. Questions or complaints? Besides these mutual funds, American Funds provides a lot of financial services. DE, DE Contact Us By Phone (800) 421-4225, ext. *Finance of America Reverse LLC does not do business as American Advisors Group/AAG in Nevada and New York. Mail your account forms and documents to the service center near you. The company has to pay $150 million in fines, as well as about $80.4 million to customers who were unfairly charged bogus fees, on top of the $23 million it already paid to customers who were . 5300 Robin Hood Rd. Home 10:00 a.m. to 7:00 p.m. EST, Monday through Friday. The loan also becomes due and payable (and the property may be subject to a tax lien, other encumbrance, or foreclosure) when the last borrower, or eligible non-borrowing surviving spouse, dies, sells the home, permanently moves out, defaults on taxes, insurance payments, or maintenance, or does not otherwise comply with the loan terms.