Centrus Financial Strategies

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K

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.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Centrus Financial Strategies | TrueAdvisor