Centaurus Financial (CFI) is a registered investment advisor and broker-dealer. CFI's advisors offer financial planning, asset allocation, and investment management services. They can manage client accounts directly or recommend third-party money managers. CFI offers various programs with different custodians and investment options. Clients work with their advisor to determine the appropriate services based on their individual needs and goals.
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.