Centrus Financial Strategies provides investment management, financial planning, consulting, and third-party portfolio management. They work with individuals, high-net-worth individuals, families, and retirement plans. Centrus manages portfolios using equities, fixed income, mutual funds, and ETFs. Financial planning covers investment, retirement, insurance, tax, and education planning.
Centrus Financial Strategies offers investment management services for an annual fee, with a maximum fee of 2.00%. They have a minimum household value of $500,000, but may waive this at their discretion. The fee is calculated monthly or quarterly, based on the value of your investments.