Centerview Wealth Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They generally limit their investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds and non-U.S. securities.
Assets Under Management$120M
Clients161
Advisors5
Avg. per Client$710K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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