Centennial Management offers investment advisory services, including asset management, to individuals and high-net-worth individuals. Centennial creates tailored portfolios using stocks, bonds, ETFs, options, mutual funds, and other securities. Portfolios are monitored and rebalanced based on client needs and goals. Centennial acts as a fiduciary, prioritizing client interests and disclosing potential conflicts of interest.
Assets Under Management$10M
Clients19
Advisors1
Avg. per Client$540K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee charged for asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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