Raleigh Brooks Watson

Centura Wealth Advisory

30 Years of Experience

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Firm Information

Centura Wealth Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

18 advisors

Number of Clients

547 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$769.1M

Fee Structure

Minimum Investment:$2M

Financial Plan Fee:Up to $250,000

Hourly Rate:$170 - $1,170/hr

Centura charges fees for financial planning and consulting services, ranging up to $250,000 on a fixed fee basis and from $170 to $1,170 on an hourly basis. Investment management fees can be up to 1.25% annually, based on assets under management. Retirement plan advisory fees are either an asset-based fee of up to 1.25% or an annual fixed fee. Fees may be negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningReal Estate Investing

Advisor Information

Office location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.