Centura Wealth Advisory
Assets Under Management
$769.1M
Number of Clients
547
Number of Advisors
18
Average Client AUM
$1.4M
AUM per Advisor
$42.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Centura provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. They manage client portfolios using mutual funds, ETFs, alternative investments, and individual securities. Centura also selects Independent Managers for certain client allocations.
Fee Structure
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
Location
12255 El Camino Real, Suite 125, San Diego, CA, 92130