Matthew J Cayelli

Centura Wealth Advisory

1 Year of Experience

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management

Centura Wealth Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

547 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$769.1M

Fee Structure

Minimum Investment:$2M

Financial Planning:Included in AUM fee

Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations