SL
CFP

Samantha Drew Lawrence

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Plan Fee:Up to $250,000
Hourly Rate:$170 - $1,170/hr

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningReal Estate Investing
Loading...

Advisor Information

Office location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Centura Wealth Advisory
May 2022 - Present · 3 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.