Centurion Wealth Management

Centurion Wealth Management, LLC is an investment advisor registered with the SEC since March 2022. The firm specializes in providing advisory services to high-net-worth clients, individuals, and retirement accounts. Centurion acts as a fiduciary, prioritizing clients' best interests and providing full disclosure of material facts. The firm offers individual investment management services based on clients' financial needs and investor profiles, with a minimum initial investment of $1,000,000. Clients pay an asset-based annual fee ranging from 0.55% to 1.35% depending on the account size. Centurion also offers financial planning and retirement plan consulting services, with fees based on the complexity of services provided. The firm does not charge performance-based fees or engage in side-by-side management. Clients have the option to grant Centurion investment discretion over their portfolios. The firm does not vote proxies for clients or provide guidance on proxy voting. Centurion has no financial conditions that could impair its ability to meet contractual obligations and has not been subject to bankruptcy in the past ten years.