Century Investments provides investment management and financial planning services. For investment management, Century Investments determines investment goals, risk tolerance, and time horizons to create investment strategies. For financial planning, Century Investments reviews retirement, succession, education, legacy, insurance, investment, budget, personal finance, debt management, and cash flow. Century Investments gets client approval before executing any transactions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Clients that elect to utilize options as part of their investment management strategy on the Investment Advisory Agreement may be charged up to 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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