Centered Financial offers investment management on both a discretionary and non-discretionary basis. They also provide financial planning and consulting services covering areas like retirement, estate, tax, and insurance planning. Centered Financial also has referral agreements with third-party asset managers and sub-advisory agreements with other investment advisors.
Assets Under Management$75M
Clients167
Advisors2
Avg. per Client$450K
Avg. per Advisor$37M
Fee Structure
Centered Financial charges a percentage of your portfolio annually for investment management services. These fees are paid quarterly and are negotiable.
For non-qualified plans, the fees are:
- First $150,000 — 1.50% per year
- $150,001 to $500,000 — 1.25% per year
- $500,001 to $1,000,000 — 1.00% per year
- Next $1,000,000 — 0.90% per year
- Next $3,000,000 — 0.75% per year
- Next $5,000,000 — 0.50% per year
- Next $5,000,000 — 0.40% per year
- Above $15,000,000 — 0.25% per year
For qualified plans, the fees are:
- $0 to $500,000 — 0.75% per year
- $500,001 to $750,000 — 0.70% per year
- $750,001 to $1,000,000 — 0.60% per year
- $1,000,001 to $2,000,000 — 0.50% per year
- $2,000,001 to $5,000,000 — 0.35% per year
- $5,000,001 to $10,000,000 — 0.25% per year
- Above $10,000,000 — Negotiable
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