Cenador Financial Advisers offers investment management where they manage your portfolio for you. They also offer limited consulting services on things like retirement, estate, and tax planning. You make the final decisions on implementing any recommendations. They also provide free educational seminars and workshops on financial topics.
Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.25% |
Fees are negotiable and may vary based on several factors. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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