Assets Under Management
$129.8M
Number of Clients
70
Number of Advisors
2
Average Client AUM
$1.9M
AUM per Advisor
$64.9M
Compensation
Fee-Only (AUM)
Centerpiece Wealth Advisor provides comprehensive financial planning and wealth management services. Planning addresses investment, risk management, banking, retirement, tax, executive compensation, charitable giving, education, and estate planning. Asset management follows a written Investment Policy Statement.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
All fees are negotiable at the discretion of Centerpiece.
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO, 80111