Wendy Payne is a registered investment advisor at Centurion Wealth Management, based in Mclean, VA, with 18 years of industry experience. Wendy 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
7901 Jones Branch Drive, Suite 230, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Criminal
June 1994Other Business Activities
Wendy is the founder and CEO of Life Stage Transitions, LLC, which provides education and consulting for newly independent individuals and couples. This activity is not investment-related.
Employment History
Current Registrations
Centurion Wealth Management
Previous Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Lara, May & Associates, LLCBroker
Lara, May & Associates, LLC
Lara, Shull & May, LTD.
Lara, Shull & May, LTDBroker
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.