Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
12255 El Camino Real, Suite 125, San Diego, CA, 92130
Get directionsRegulatory History (3)
Customer Dispute
August 2011Customer Dispute
August 2010Employment Separation After Allegations
October 2000Other Business ActivitiesSells Insurance
Derek is a managing member and insurance agent at CCG Insurance Services, LLC, spending about 10-20% of his time reviewing insurance coverages and advising clients. He is also the president of Centura Foundation, a non-profit, and a board member of Patential Holdings, a single-purpose entity focused on intellectual property liquidity, dedicating minimal time to each.