Marc Aguilar is a CFP-designated registered investment advisor at Centurion Wealth Management, based in McLean, VA, with 9 years of industry experience. Marc 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 Dr., Suite 800, McLean, VA, 22102
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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 →Other Business Activities
Marc is a registered representative of Spire Securities, a FINRA member broker/dealer, since August 2021.
Employment History
Current Registrations
Centurion Wealth Management
Previous Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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