Centennial Securities Company provides investment management and financial planning services to individuals, businesses, trusts, retirement plan sponsors, foundations, and other organizations. They offer both discretionary and non-discretionary accounts, tailoring advice to your needs and risk tolerance. Centennial also offers investment management through third-party managers and advisory programs.
Fee Structure
Centennial Securities offers investment management services where fees are based on the value of your portfolio. The specific fee is disclosed in your Investment Management Agreement, and may be negotiable. The standard fee schedule is:
- Under $500,000: 0.75% – 2.00% per year
- $500,000 – $1,000,000: 0.50% – 1.75% per year
- Over $1,000,000: 0.25% – 1.50% per year
Fees are billed and paid quarterly in advance, based on the value of your account at the end of the previous quarter.