Century Wealth Management

At Century Wealth Management, our mission is to inspire and empower families to live their ideals. We help achieve this through a personal approach to family office and wealth management services and by delivering best-in-class strategies and resources that give you access to a full suite of financial solutions. As an SEC Registered Investment Advisor, we uphold our fiduciary obligation to always act in your best interest. We buttress this commitment by providing fee-only service (meaning we receive no commissions) and by preserving our independence. In this way, we help minimize conflicts of interest and support our mission to empower you. Schedule a complimentary consultation here -> Click here

All clients receive comprehensive wealth management, which includes investment management, financial planning, and advanced planning strategies. Our advanced planning strategies help clients mitigate their tax burden, protect their assets, build their legacy, and support their community through philanthropy.

 

 

Fee Structure:

Fees Based on Assets Under Management

Up to $2,000,000 – 1%

$2,000,000 – $5,000,000 – 0.75%

$5,000,000 – $10,000,000 – 0.50%

Above $10,000,000 – 0.25%