Centurion Financial Strategies offers personalized investment advice and financial planning services. CFS tailors its advice to each client’s unique financial situation, objectives, and needs. CFS offers portfolio management services where they manage investments on a discretionary basis. CFS also offers stand-alone financial planning and consulting services.
Assets Under Management$78M
Clients105
Advisors1
Avg. per Client$750K
Avg. per Advisor$78M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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