Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
All fees are negotiable at the discretion of Centerpiece.
Fee Estimator
The firm charges an annual wrap fee based on assets under management, which includes financial planning, asset management, and transaction costs. For example, a $2 million portfolio would incur a 1.0% fee. There is a $2,250 minimum quarterly fee to open an account, which may be waived. Clients with total accounts of less than $750,000 will be paying over 1.2% for asset management. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO, 80111
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 Activities
Jason is a 10% member of Hair by Sarah Baer LLC, a hair salon, and assists with accounting matters. This takes about 10-20% of his time and does not occur during securities trading hours.