Centerpiece Wealth Advisor manages investment portfolios and delivers comprehensive financial planning for affluent families, business owners, and professionals. The firm creates customized strategies addressing retirement, taxes, estate planning, risk management, and charitable giving. All clients participate in a bundled fee program where investment management, planning, and trading costs are covered under a single fee based on the value of your portfolio. Centerpiece Wealth Advisor operates under a legal obligation to act in your best interest. Tax filing services are also available for clients with more than $2 million in assets under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are calculated on average daily balance and deducted quarterly in arrears. All fees are negotiable. There is a $2,250 minimum quarterly fee.