Centricity Financial provides wealth and portfolio management services, including financial goal setting, risk assessment, and asset allocation. They help clients identify a suitable asset allocation based on their needs and circumstances. Centricity also offers financial planning and consulting services, such as retirement projections, tax planning, and estate planning assessments. Clients can choose discretionary or non-discretionary investment management.
Assets Under Management$9.1M
Clients5
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$9.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Client investment management fees are determined in accordance with the above standard fee, with exceptions negotiated on a case-by-case basis at Centricity’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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