Isahi Medina
Isahi Medina is a registered investment advisor at Centaurus Financial, INC., based in Upland, CA, with 8 years of industry experience. Isahi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
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.
Exams
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