JI

Joseph Randolph Ingram

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
1,162 clients
Average Client Portfolio
$195K average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$250 - $20,000
Hourly Rate:$150 - $500/hr

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
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

12549 Louetta Road, Cypress, TX, 77429

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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.

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Other Business ActivitiesSells Insurance

Joseph is a licensed insurance agent since 2017, dedicating about 10-20% of his time to this activity. He is also a board member for Humble Whiskey Club.

Employment History
Current Registrations
Centric Advisors, LLC
January 2018 - Present · 8 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.