Assets Under Management
$44.0M
Number of Clients
142
Number of Advisors
N/A
Average Client AUM
$310K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Centry Financial Advisors LLC provides ongoing discretionary portfolio management services based on individual client goals. They also offer non-discretionary investment advice and financial planning, including strategies for tax efficiency, cash flow, investments, retirement, and estate planning. Investment advice is generally limited to mutual funds, fixed income, real estate funds, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fees are negotiable.
38021 Euclid Avenue Suite 3, Willoughby, OH, 44094