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Aimee Capatanos

Centennial Securities Company INC
21 Years of Experience
Grand Rapids, MI
Broker
View SEC Summary
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Aimee Capatanos is a registered investment advisor at Centennial Securities Company INC, based in Grand Rapids, MI, with 21 years of industry experience. Aimee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 2,520 clients with $1.3B in assets under management.

Centennial Securities Company INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,520 clients
Average Client Portfolio
$530K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Standard fee ranges are 0.75%–2.00% for under $500K, 0.50%–1.75% for $500K–$1M, and 0.25%–1.50% for over $1M. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3075 Charlevoix Drive Se, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aimee is a financial advisor advising 401(k) plans and individuals, also performing administrative work for Pathway Benefit Services since 2003. This investment-related activity takes about a quarter of her time.

Employment History
Current Registrations
Centennial Securities Company INC
March 2011 - Present · 15 yrs 7 mos
Centennial Securities Company, INC.Broker
March 2005 - Present · 21 yrs 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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