Adam Donlevie is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Santa Barbara, CA, with 18 years of industry experience. Adam 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
3902 State Street, Suite #101, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business Activities
Adam uses Tremblay Financial Services as a DBA for branding purposes and spends full-time hours on it. He also owns Olive Hill Farm, a retail store, and dedicates about a quarter of his time to it, primarily on weekends and evenings for administrative tasks.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations4 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.