Centerline Wealth Advisors, LLC

Centerline Wealth Advisors, LLC, located in Louisville, KY, was established in 2015 as an investment adviser firm. The firm is wholly owned by Andrew W. Arnold and operates as a limited liability company. Centerline Wealth Advisors, LLC offers a range of investment advisory services to individuals, trusts, estates, pension and profit sharing plans, charitable organizations, corporations, and other entities. The firm acts as a fiduciary, committed to always acting in the client's best interest. Centerline Wealth Advisors, LLC has a minimum requirement of $1,000,000 in investable assets for opening and maintaining accounts. The firm primarily utilizes an asset allocation strategy based on Modern Portfolio Theory and offers various investment strategies, including long-term purchases, short-term purchases, trading, and margin transactions. Clients can engage in wealth management services, financial planning, fee-based insurance, and retirement plan consulting. The firm's compensation structure includes management fees ranging from 0.40% to 2.00% annually, billed quarterly in advance. Clients may incur transaction fees and other charges imposed by custodians for certain investments. Centerline Wealth Advisors, LLC has a contractual relationship with Dynasty Financial Partners, LLC, providing operational and back-office support. The firm does not receive brokerage for client referrals and maintains safeguards for third-party money movement to ensure client asset security.