Centennial Securities Company INC
Assets Under Management
$1.2B
Number of Clients
2,691
Number of Advisors
39
Average Client AUM
$428K
AUM per Advisor
$29.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management and financial planning services. They offer customized portfolios and access to third-party managers through RBC. Clients include individuals, businesses, trusts, retirement plan sponsors, foundations, and endowments. Investment advice is tailored to individual needs and risk tolerance.
Fee Structure
Fees for investment management outside of advisory programs range from 0.75% to 2.00% for accounts under $500,000, 0.50% to 1.75% for accounts between $500,000 and $1,000,000, and 0.25% to 1.50% for accounts over $1,000,000. Financial planning and consulting fees are charged on an hourly basis ($100-$300 for professional staff, $50-$100 for administrative staff) or at a fixed project fee. Fees are negotiable based on various factors.
Areas of Practice
Location
3075 Charlevoix Dr Se, Grand Rapids, MI, 49546