Century Management Financial Advisors offers investment management of equity, fixed income, and mutual fund portfolios, as well as financial planning services. Investment strategies are tailored to a client's risk tolerance and investment objectives. Financial planning includes comprehensive plans and other services like 401k reviews and tax analysis. The firm also provides sub-advisory services to other investment advisors.
Assets Under Management$570M
Clients703
Advisors10
Avg. per Client$810K
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.85% |
Accounts that are exclusively fixed income will be charged 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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