Centurion Wealth Management offers investment management services where they suggest investments, but you make the final decision. They also recommend third-party money managers. Centurion will monitor the third-party manager's performance to ensure it aligns with your goals. Centurion receives referral fees from the third-party managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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