Century Financial Services provides investment management and financial consulting. For investment management, Century determines your goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial consulting includes stock option analysis and 401(k) reviews. Century does not sponsor wrap fee programs.
Assets Under Management$14M
Clients64
Advisors1
Avg. per Client$220K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...