Centennial Wealth Advisory (CWA) provides ongoing portfolio management based on individual client goals and risk tolerance. CWA creates an Investment Policy Statement for each client. CWA may direct clients to third-party investment advisors to manage assets. CWA also provides tax preparation services.
Assets Under Management$400M
Clients1,354
Advisors10
Avg. per Client$290K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Centennial Wealth Advisory (CWA) may direct clients to third-party investment advisors and will be compensated via a fee share from those advisors. The total fee, including CWA's share and the third party's fee, will be up to 1.45% of your portfolio. The third party's fee ranges from 0.35% to 0.45%. These fees are negotiable.
Loading...