Larry Dubose is a registered investment advisor at Centurion Counsel INC, based in San Diego, CA, with 4 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.40% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.40% |
Fees may be negotiated.
Fee Estimator
Location
4995 Murphy Canyon Road, Suite 300, San Diego, CA, 92123
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Regulatory History
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 Activities
Larry works as a consultant for Presidio Property Trust in San Diego, CA. The filing does not specify the nature or time commitment of this activity.
Employment History
Current Registrations
Centurion Counsel INC
State Registrations1 state
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