Centerpiece Wealth Advisor
Assets Under Management
$129.8M
Number of Clients
70
Number of Advisors
2
Average Client AUM
$1.9M
AUM per Advisor
$64.9M
Compensation
Fee-Only (AUM)
About This Firm
Centerpiece Wealth Advisor provides comprehensive financial planning and wealth management services. Planning addresses investment, risk management, banking, retirement, tax, executive compensation, charitable giving, education, and estate planning. Asset management follows a written Investment Policy Statement. All clients participate in a Wrap Fee Program.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
All fees are negotiable at the discretion of Centerpiece.
Fee Estimator
The firm charges an annual wrap fee based on assets under management, which includes financial planning, asset management, and transaction costs. For example, a $2 million portfolio would incur a 1.0% fee. There is a $2,250 minimum quarterly fee to open an account, which may be waived. Clients with total accounts of less than $750,000 will be paying over 1.2% for asset management. All fees are negotiable.
Areas of Practice
Location
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO, 80111