Acentrus Financial Partners offers financial planning and investment management services tailored to individual client needs. They provide unlimited free consultations to assess a client's investment profile and create strategies based on their goals, risk tolerance, and time horizon. Acentrus typically manages investments on a discretionary basis using model portfolios and separate account structures, communicating any significant changes in investment allocations. They primarily use Interactive Brokers as their custodian for non-employer sponsored accounts and MG Trust Company for 403(b) accounts.
Assets Under Management$11M
Clients44
Advisors2
Avg. per Client$260K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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