Centaurus Financial, INC.
Assets Under Management
$6.3B
Number of Clients
34,052
Number of Advisors
429
Average Client AUM
$184K
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CFI's IARs provide asset allocation, investment management, and utilize Third-Party Money Managers (TPMMs). Services include CLASSIC Plus Wrap Programs, FlexUMA, Adviser-Directed, Advisory Annuity & Variable Life Management, and Alternative Investments. They also offer retirement plan services to ERISA-qualified plans.
Fee Structure
CFI and IARs are compensated for investment management via an annual asset-based advisory fee. Fees are negotiable and may differ among clients. They can be calculated on a tiered or flat rate schedule. Additional charges may include custodial fees, transfer fees, internal fund fees, TPMM investment management fees, and other administrative fees. CFI also receives compensation through strategic marketing arrangements with third-party money managers.
Areas of Practice
Location
2300 East Katella Ave, Suite 200, Anaheim, CA, 92806