OnCenter Financial Advisors offers investment advice and financial planning to individuals, trusts, estates, high net worth individuals, and retirement plans. OnCenter creates personalized investment plans based on client goals, risk tolerance, and financial situations, primarily using index-based exchange-traded funds. They also offer financial planning services covering areas like retirement, education, and estate planning. OnCenter acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$55M
Clients28
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$55M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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