Centric Advisors, LLC
Assets Under Management
$226.9M
Number of Clients
1,162
Number of Advisors
8
Average Client AUM
$195K
AUM per Advisor
$28.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Centric Advisors, LLC provides ongoing portfolio management based on client goals and risk tolerance. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
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
Location
12549 Louetta Road, Cypress, TX, 77429