Centurion Counsel offers a Strategic Asset Allocation program, which is a comprehensive asset allocation and discretionary portfolio management service. Centurion manages portfolios for both institutional and individual clients, aiming for long-term growth or current income. Fees are charged quarterly based on the market value of the account. Centurion also has agreements with solicitors who refer clients to them, and these solicitors receive a percentage of the investment fee.
Assets Under Management$57M
Clients52
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.40% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.40% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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