Centerfin Capital offers investment advice through a wrap fee program, where they manage your investments. They use a mix of long-term asset allocation and short-term adjustments based on market conditions. Investment advice is based on your answers to an online questionnaire and a phone consultation. Centerfin monitors your portfolio regularly and makes changes to keep it aligned with their investment approach. All services are provided through their online platform.
Assets Under Management$4.4M
Clients22
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee may be negotiable based on account size, complexity, scope of relationship, anticipated future assets, or pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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