Century Management Financial Advisors offers comprehensive wealth management services, including investment management for equity, fixed income, and mutual fund portfolios, retirement plan services, and financial planning. The firm builds portfolios using individual stocks and bonds, mutual funds, exchange-traded funds, and closed-end funds based on client risk tolerance and investment objectives. Century Management Financial Advisors emphasizes a value-oriented investment approach and provides services to individuals, trusts, corporations, estates, charitable organizations, and retirement plans.
Assets Under Management$680M
Clients737
Advisors10
Avg. per Client$920K
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.85% |
Exclusive fixed income accounts are charged 0.50%. A $2,500 minimum annual fee applies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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