Thomas Poelling is a registered investment advisor at Centennial Wealth Management INC., based in Ithaca, NY, with 14 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $5.6M 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 | 1.50% |
Fees are not negotiable.
Fee Estimator
Location
Ithaca, NY
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Centennial Wealth Management INC.
Previous Registrations
Centennial Wealth Management INC.
Ic Advisory Services, INC.
State Registrations1 state
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