Centricity Wealth Management, LLC
Centricity Wealth Management, LLC, established in 2012, specializes in Comprehensive Portfolio Management and Financial Planning & Consulting services. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis. Clients are required to enter into a Comprehensive Portfolio Management Agreement outlining the terms, conditions, and fees. The firm conducts regular meetings with clients to understand their financial situation, goals, and risk tolerance. Investment portfolios may include ETFs, mutual funds, individual stocks, or bonds. Financial Planning & Consulting services cover various areas such as Investment Planning, Retirement Planning, Estate Planning, and Tax Planning. Centricity Wealth Management charges fees based on a percentage of assets under management or an annual flat fee, with a tiered fee structure based on the market value of billable assets. The firm reviews accounts quarterly, with additional reviews triggered by major events or client requests. Clients receive account statements directly from the custodian at least quarterly. The firm does not vote client proxies and does not receive compensation for client referrals. Clients have the option to impose restrictions on the firm's discretionary authority. The firm does not provide financial information in the brochure. Clients can request a full copy of the Brochure and supplements from the Chief Compliance Officer. For more information, clients can contact Christopher Ciehanski at 614-392-5155 or [email protected].
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