Jacob Shiffrin is a CFP-designated registered investment advisor at Centura Wealth Advisory, based in San Diego, CA, with 2 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 547 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centura Wealth Advisory offers investment management services for an annual fee based on the amount of assets managed. This fee can be up to 1.25%. The annual fee is calculated quarterly based on the market value of the assets. For certain client holdings, Centura may negotiate a different fee rate. Assets on the SEI platform that do not utilize investment strategies through SEI Sponsored Programs will be charged Centura's investment advisory fee, as well as a SEI platform fee of 0.05%, collected quarterly.
Location
12255 El Camino Real, Suite 125, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Centura Wealth Advisory
Previous Registrations
Truenorth Wealth
State Registrations1 state
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