Centric Advisors offers ongoing portfolio management and personalized financial planning services. The firm tailors its investment strategies to each client's individual goals, time horizon, and risk tolerance, providing services such as asset allocation, security selection, and regular portfolio monitoring. Centric Advisors handles both discretionary and non-discretionary accounts, meaning they can make trades on your behalf or consult you first, depending on your agreement. In addition to managing investments, Centric Advisors provides financial planning covering retirement, taxes, insurance, debt, and college savings. The firm works with individuals, high net worth clients, corporations, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.25% to 2.50% and are negotiable. Vermont clients are capped at 2.00%.