Certior Financial Group offers personalized financial planning and asset management services tailored to individual and business clients. The firm works collaboratively with clients to create customized financial and investment plans that help navigate changing financial landscapes and achieve stated goals. Certior Financial Group provides discretionary asset management, incorporating multiple investment styles, asset allocation strategies, and third-party sub-adviser platforms when appropriate. In addition to investment management, the firm offers comprehensive financial planning covering areas such as retirement projections, tax strategies, and estate planning guidance. Certior Financial Group also provides retirement plan consulting services to plan sponsors and participants.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual advisory fee is 1.2% and is negotiable. If a sub-adviser platform is utilized, a separate non-negotiable sub-adviser strategy fee is added. Asset-based fees for planning and consulting can also be arranged up to $50,000.