David Bogonovich is a registered investment advisor at Centurion Wealth Management, based in Dorset, VT, with 26 years of industry experience. David 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 3 more. Their firm serves 440 clients with $780M 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 $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Centurion reserves the right to negotiate alternative fee schedules on a client-by-client basis. Centurion offers a discretionary householding advisory fee program.
Fee Estimator
Location
Dorset, VT
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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
David operates under the DBA Northeast Money Management. He uses this DBA for Centurion-related business expenses, taxes, and marketing.
Employment History
Current Registrations
Centurion Wealth Management
Previous Registrations
Spire Wealth Management, LLC
Atlas Private Wealth Management, LLC
Dion Money Management INC
State Registrations2 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.