Acentrus Financial Partners is a registered investment adviser founded in 2014, with offices in Oregon. The firm provides comprehensive financial planning and discretionary investment management tailored to individual client goals, time horizons, and risk tolerance. Acentrus Financial Partners manages investments primarily through proprietary model portfolios consisting of individual stocks, bonds, exchange-traded funds, mutual funds, and options. The firm works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. Investment management services are offered on a discretionary basis, meaning the firm makes day-to-day trading decisions on behalf of clients without requiring approval for every individual transaction.
Fee Structure
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 certain circumstances.