Chad Centorbi
Chad Centorbi is a registered investment advisor at Centorbi Financial Group, INC., based in O'Fallon, MO, with 26 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 84 clients with $38M 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 $1000K | 1.20% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The stated maximum fee that can be charged for managed assets is 2.00% per annum.
Fee Estimator
Location
1001 Boardwalk Springs Place, Suite 111, O'Fallon, MO, 63368
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Chad is involved with Centorbi Financial Group Incorporated, focusing on independent insurance sales since 2004, taking nearly full-time. He also owns Centorbi Real Estate LLC and serves on the investment committee for Academy of the Sacred Heart School.
Employment History
Current Registrations
Centorbi Financial Group, INC.
Previous Registrations
Centorbi Financial Group, INC.
Silver Oak Securities, INC.
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Purshe Kaplan Sterling InvestmentsBroker
Sutterfield Financial Group, INC.
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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.