Centerpiece Wealth Advisor offers comprehensive financial planning and wealth management services. Planning covers investment, risk management, banking, retirement, tax, executive compensation, charitable giving, education, and estate planning. Investment management follows a written Investment Policy Statement. All clients participate in a wrap fee program.
Assets Under Management$130M
Clients70
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
All fees are negotiable. There is a $2,250 minimum quarterly fee to open an account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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