Centrica Wealth Management works with clients to define investment objectives and implement individualized strategies. Services include asset allocation analysis, security selection, performance reporting, and portfolio monitoring. Centrica provides advisory services on both a discretionary and non-discretionary basis. Some Centrica representatives are also registered representatives of ACP Securities, LLC, an unaffiliated broker-dealer, and may receive transaction-based compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.45% |
| $250M+ | 0.35% |
Advisory fees are negotiable based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors including the nature of the Client’s objectives as articulated in the Risk Profile.