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
41391 Kalmia Street, Suite 130, Murrieta, CA, 92562
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is involved in several business activities, including fixed insurance sales, being a member of an insurance sales producers group, and serving as President and Co-Owner of Davies Financial Advisors, Inc. He also owns Redstar Worldwide, Inc. and rental property in Murrieta, CA.