Century Funds Management INC

Fee-Only (% of Portfolio)

Century Funds Management provides investment portfolio management services focusing on diversified equity and balanced account strategies. Led by David L. Hunter, the firm creates customized portfolios designed to provide capital appreciation and current income while managing equity market risk. Century Funds Management does not offer financial planning services or investment advice outside of portfolio management. The firm serves individual investors, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

Assets Under Management$7.8M
Clients19
Advisors2
Avg. per Client$410K
Avg. per Advisor$3.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.75%
$2M+0.50%

Fees for non-discretionary portfolios are subject to negotiation.

Fee Estimator
Your Portfolio Value
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Location

2 Advisors at this firm

Century Funds Management INC - Fees, AUM & Advisors | TrueAdvisor