Centoic, operating as a business of StackFlip LLC, offers educational resources, financial planning, and portfolio management advice to help individuals plan and save for education expenses. Services are primarily delivered through self-service interactive websites and tools, allowing clients to create saving plans and choose investments based on online advice. Clients can also receive hourly financial planning and portfolio management advice from investment advisor representatives. Centoic does not manage client assets; clients must have their own accounts at banking or brokerage service providers.
Fee Structure
Centoic provides advice on investments through its interactive website and tools. Clients can build target portfolios and receive advice on asset allocation based on their risk tolerance. The firm provides education and research tools to help clients understand their investment choices, including index funds, mutual funds, and exchange-traded funds. The website sends reminders to clients to make contributions and adjust investment amounts. Centoic does not have access to client accounts.