Centre Street Cambridge Corporation specializes in managing long-term financial assets for individuals. The firm works with clients to create a portfolio structure, including asset allocation, to help them reach their financial goals. Centre Street welcomes client participation and considers their concerns regarding specific investments. All client assets are managed with the authority to make trades without asking first.
Assets Under Management$9.1M
Clients7
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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