Lisa Scrantz
Lisa Scrantz is a registered investment advisor at Centaurus Financial, INC., based in Baton Rouge, LA, with 31 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
7125 Jefferson Highway, Baton Rouge, LA, 70817
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Lisa is a managing partner in a real estate partnership, owner/member of a dormant LLC, a cattle farmer, and owner/president of a tax preparation and accounting firm. She also provides trustee services, dedicating minimal time to the real estate partnership and trustee services, about a quarter of her time to cattle farming, and nearly full-time hours to tax preparation and accounting.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.