Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centric Advisors charges a negotiated fee between 0.25% and 2.50% of assets under management, billed monthly. Financial planning fees include a comprehensive plan ($250 to $20,000 upfront, plus $99 to $10,000/month), basic financial planning (fixed fee of $250-$10,000), and hourly fees ($150-$500/hour). Fees are negotiable. Clients are responsible for custodian and other third-party fees. Vermont clients will never be charged in excess of 2.00%.
Areas of Practice
Advisor Information
Office location
12549 Louetta Road, Cypress, TX, 77429
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
Lindy is a licensed insurance agent since 2008 and may offer insurance products to clients, which presents a conflict of interest. She dedicates about 10-20% of her time to this activity.