CentriPlan, LLC provides ongoing portfolio management and financial planning services. Investment management is tailored to each client's goals, risk tolerance, and time horizon, documented in an Investment Policy Statement. Financial planning covers areas like retirement, college, and tax planning. CentriPlan generally advises on mutual funds, stocks, bonds, ETFs, and other securities. Financial plans are updated annually or as needed.
Assets Under Management$24M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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