Cenacle Partners, LLC offers investment management and financial planning services. They manage investments on an individualized basis, taking into account client restrictions. Cenacle Partners also offers fee-based financial planning services. They do not sell commissioned products and are not affiliated with entities that do.
Assets Under Management$35M
Clients32
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Cenacle Partners charges a percentage of your portfolio annually, ranging from 1.0% to 1.5%. This fee is paid monthly. The specific fee is established in a written agreement. This fee does not include brokerage commissions, transaction fees, or other related costs.
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