Centura Wealth Advisory

Assets Under Management

$769.1M

Number of Clients

547

Number of Advisors

18

Average Client AUM

$1.4M

AUM per Advisor

$42.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Centura provides financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, alternative investments, and individual securities. They also offer advice on legacy positions and investments held in various accounts. Centura tailors services to individual client needs.

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
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Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

18 Advisors at this firm