Centry Financial Advisors, LLC
Assets Under Management
$44.0M
Number of Clients
142
Number of Advisors
N/A
Average Client AUM
$310K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Centry Financial Advisors LLC provides ongoing discretionary portfolio management based on individual client goals and risk tolerance. They also offer non-discretionary investment advice and financial planning services, including strategies for tax efficiency, cash flow, investments, retirement, and estate planning. Centry generally limits its investment advice to mutual funds, fixed income, real estate funds, equities, ETFs, and non-U.S. securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Centry Financial Advisors charges fees for discretionary portfolio management based on assets under management, as detailed in the fee table. These fees are negotiable. The hourly fee for non-discretionary investment advisory services is $300 per hour, or a negotiable flat fee. Financial planning fees range from $1,500 to $5,000 for the first year, and $1,500 to $3,000 for ongoing services, depending on complexity. Hourly financial planning fees are $300 per hour. There is no minimum annual fee or account minimum.
Areas of Practice
Location
38021 Euclid Avenue Suite 3, Willoughby, OH, 44094