Centorbi Financial Group offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning consulting services covering risk management, investment planning, estate planning, and financial decision-making. CFG offers asset management and financial planning services through its Investment Advisory Representatives.
Assets Under Management$38M
Clients84
Advisors1
Avg. per Client$460K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The stated maximum fee that can be charged for managed assets is 2.00% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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