Isahi Medina
Isahi Medina is a registered investment advisor at Centaurus Financial, INC., based in Upland, CA, with 7 years of industry experience. Isahi 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
818 North Mountain Ave., Suite #200, Upland, CA, 91786
Get directionsHistory
Regulatory History (1)
Financial
October 2023Other Business Activities
Isahi is the Chief Operating Officer of a DBA for marketing purposes, managing daily operations and business strategies. He also co-hosts a podcast on financial fitness and is an educator for a financial education platform, dedicating a few hours per week to developing online courses.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations10 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.