Centurion Wealth Management provides investment advice and portfolio management based on individual client needs. They work with clients to establish financial goals, recommend investment strategies, and manage portfolios. Centurion also offers financial planning services covering areas like retirement, estate, and tax planning. They also provide consulting services to retirement plans. Centurion may provide access to private equity investment opportunities for qualified clients.
Assets Under Management$780M
Clients440
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Centurion reserves the right to negotiate alternative fee schedules on a client-by-client basis. Centurion offers a discretionary householding advisory fee program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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