Centerline Wealth Advisors offers investment management and financial planning services to individuals, trusts, estates, pension plans, and businesses. They work with clients to understand their financial goals and risk tolerance, then create a customized investment approach. Centerline also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$330M
Clients268
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Centerline Wealth Advisors charges a percentage of the assets they manage for investment management services. The fee varies between 0.40% and 2.00% annually, depending on the amount of assets managed and the complexity of the engagement. The minimum management fee may be waived. Adjustments are made for large deposits and withdrawals during the quarter.
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