Money Advisors, operating as Century Investment Planning, manages investment portfolios for clients, educating them about investment options and risk. Century helps clients determine their risk tolerance and allocates assets accordingly. Century primarily manages accounts on a discretionary basis, focusing on investment-grade securities and dividend-paying equities. Financial planning advice is available at the client's request.
Assets Under Management$54M
Clients126
Advisors5
Avg. per Client$430K
Avg. per Advisor$11M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee schedules are incorporated into the Advisor-Client portfolio management agreement. Fees are subject to negotiation in limited situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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