Centauri Advisory Group offers financial planning and investment advice regarding equity, fixed income, and derivative securities. The firm manages investment portfolios based on individual client goals, investment objectives, time horizon, and risk tolerance. Centauri Advisory Group also provides access to pre-selected third-party money managers.
Assets Under Management$72M
Clients410
Advisors5
Avg. per Client$180K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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