City Center Advisors offers investment management services where they manage your investments for you. They determine your investment goals, how long you plan to invest, your objectives, and how much risk you're comfortable with. They may also hire other investment advisors to manage some or all of your money. City Center Advisors also offers limited scope financial planning services. The firm's owners also sell insurance products, which creates a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).