Centennial Advisors provides ongoing investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios. Centennial Advisors also offers financial planning services covering investments, insurance, retirement, college, and debt. Clients receive a written financial plan or report. They may direct clients to third-party investment advisors.
Assets Under Management$170M
Clients410
Advisors9
Avg. per Client$410K
Avg. per Advisor$19M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable. Assets allocated to the Centennial Alternative Income Fund will be charged an annual fee of 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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