Centennial Wealth Management provides investment advisory services to individuals through a wrap fee program. The firm invests in a single portfolio consisting of stocks, bonds, exchange traded funds (ETFs), and/or mutual funds. Investment decisions are based on the firm's assessment of current economic conditions and an investment model.
Assets Under Management$5.6M
Clients24
Advisors2
Avg. per Client$230K
Avg. per Advisor$2.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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