Centura Wealth Advisory offers a wide range of financial services including investment management, retirement planning, business planning, tax planning, estate planning, and risk management. Centura Wealth Advisory tailors its advisory services to meet the specific needs of each client, conducting ongoing assessments of risk tolerance, time horizons, and liquidity constraints. The firm manages investment portfolios using a mix of mutual funds, exchange-traded funds, alternative investments, individual stocks and bonds, and independent managers. Centura Wealth Advisory primarily serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fee is up to 1.25% of assets under management. Fees may be negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.