Centurion Advisory Group (CAG) offers financial planning, investment management, and general consulting services. Financial planning covers areas like estate planning, tax planning, and retirement planning. Investment management is offered on a discretionary or non-discretionary basis. CAG also provides retirement plan consulting services to plans and plan fiduciaries.
Assets Under Management$70M
Clients90
Advisors2
Avg. per Client$770K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
CAG manages investment portfolios, charging a maximum of 2% of your portfolio annually. The exact fee may be lower based on your specific situation and the complexity of your account. Fees are charged monthly in advance. The minimum portfolio value for investment management is $500,000.
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