Centricity Wealth Management, LLC
Assets Under Management
$185.9M
Number of Clients
156
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Centricity Wealth Management offers discretionary and non-discretionary investment advisory services on a fee-only basis. Services include comprehensive portfolio management and financial planning & consulting. They assist clients in meeting their financial goals through financial investments. Financial planning covers investment, retirement, estate, education, and tax planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
For portfolio management, the standard annual fee is 0.90% on the first $1,000,000, 0.75% on amounts between $1,000,001 and $5,000,000, and 0.50% on amounts over $5,000,000. Fees are calculated and billed quarterly in advance. Financial planning and consulting are charged hourly ($400/hour for advisors, $200/hour for para-planners, $100/hour for administrative time) or on a flat fee basis, ranging from $1,000 to $10,000, based on the scope and complexity of the engagement.
Areas of Practice
Location
515 Executive Campus Drive, Suite 100, Westerville, OH, 43082