Century Funds Management manages investment portfolios for individuals, high net worth individuals, and institutions. They use a diversified equity or balanced account strategy aiming for capital appreciation and current income with low equity market risk. Century Funds Management does not offer financial planning services.
Assets Under Management$6.5M
Clients14
Advisors2
Avg. per Client$470K
Avg. per Advisor$3.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees for non-discretionary portfolios are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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