Centric Advisors provides investment management services based on clients' goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, and regular portfolio monitoring. Centric also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Centric generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Fee Structure
Centric Advisors manages investments for a fee that is negotiated between 0.25% and 2.50% of the value of your portfolio. Cash is included when calculating the fee. You'll be billed monthly, and can choose to pay via electronic bank transfer or direct withdrawal from your account. Clients in Vermont will never be charged in excess of 2.00%.