Assets Under Management
$185.9M
Number of Clients
156
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Centricity Wealth Management offers discretionary and non-discretionary investment advisory services, including comprehensive portfolio management and financial planning & consulting. They assist clients in meeting their financial goals through financial investments and ongoing financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $5.0M | 0.01% |
| $5M+ | 0.01% |
Fees may be negotiable under certain circumstances.
515 Executive Campus Drive, Suite 100, Westerville, OH, 43082